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Isaac Mccabe

Money Concepts Advisory Service
23 Years of Experience
Leavenworth, KS
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Isaac Mccabe is a registered investment advisor at Money Concepts Advisory Service, based in Leavenworth, KS, with 23 years of industry experience. Isaac is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 S 4th Street, Leavenworth, KS, 66048

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History

Regulatory History (2)
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.
Criminal
August 2004
Final Disposition
Criminal
August 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Isaac coaches loan officers who sell insurance products at Mutual Savings Association, dedicating about 10-20% of his time. He is also Vice-President at FSI, a subsidiary of Mutual Savings, where he administers insurance agency operations, solicits insurance sales, and manages agency functions, spending the majority of his securities hours on this activity.

Employment History
Current Registrations
Money Concepts Advisory Service
October 2006 - Present · 20 yrs
Money Concepts Capital CORPBroker
October 2006 - Present · 20 yrs
Previous Registrations
Metlife Securities INC.
March 2006 - September 2006 · 6 mos
Metlife Securities INC.Broker
September 2003 - September 2006 · 3 yrs
Metropolitan Life Insurance CompanyBroker
September 2003 - September 2006 · 3 yrs
State Registrations8 states
COFLIAINKSMOMTTX
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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