Robert Morrison
Robert Morrison is a registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,989 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISC Advisors generally charges a percentage of your portfolio annually, up to a maximum of 1.30%. This fee is negotiable. Some clients may pay more than 1.30% due to flat-rate fee schedules or minimum account fees. The exact fee will be in your agreement. Fees are calculated either in advance or in arrears, depending on the platform. The firm also offers a managed account program called Pathways, with fees ranging from 0% to 1.3%, depending on the negotiated arrangement.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for Benefit Strategies, Inc., selling dental, disability, and life insurance, dedicating about 10-20% of his time. He also owns rental property and receives oil and gas royalties, spending minimal time on each, and is the treasurer of Fairway Meadows Condo Association, spending minimal time.
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Previous Registrations
Institutional Securities Corporation
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Butler Freeman Tally Financial Group, LLCBroker
Locust Street Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations1 state
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.