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Richard Bowling

Isc Advisors, INC.
32 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
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Richard Bowling is a registered investment advisor at Isc Advisors, INC., based in Grand Rapids, MI, with 32 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 clients with $1.6B in assets under management.

Isc Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$839K average
Assets Under Management
$1.6B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.30%

Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Grand Rapids, MI

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Richard owns rental property in Cape Coral, Florida, with an expected start date in February 2025. He anticipates spending minimal time on this activity.

Employment History
Current Registrations
Isc Advisors, INC.
March 2016 - Present · 10 yrs 7 mos
Institutional Securities CorporationBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Morgan Stanley
October 2010 - April 2016 · 5 yrs 6 mos
Morgan StanleyBroker
June 2009 - April 2016 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
April 2001 - June 2009 · 8 yrs 2 mos
Independence One Brokerage Services, INC.Broker
July 1996 - April 2001 · 4 yrs 9 mos
Northwestern Mutual Investment Services, INC.Broker
January 1994 - April 1997 · 3 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
January 1994 - July 1996 · 2 yrs 6 mos
State Registrations3 states
FLMINC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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