Charles M. Munsell

12 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth

Isc Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,989 clients

Average Client Portfolio

$774K average

Assets Under Management

$1.5B

Fee Structure

Minimum Annual Fee:$5,000

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Charles is a Texas Music Adjudicator for the Texas University Interscholastic League since 1982, judging band contests and consulting for school districts, dedicating approximately 30 days per year. He also owns residential rental property in Lubbock, spending minimal time on this activity.

Employment History

Current Registrations

Isc Advisors, INC.

June 2015 - Present · 10 yrs 8 mos

Institutional Securities CorporationBroker

September 2013 - Present · 12 yrs 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.