Robert Dahse is a CFP-designated registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 23 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 (2)
Regulatory
May 2012Employment Separation After Allegations
July 2011Other Business Activities
Robert referees youth soccer matches, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Previous Registrations
Institutional Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
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.