Charles Achterkirch is a CFP-designated registered investment advisor at Isc Financial Advisors, based in Minneapolis, MN, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,318 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable under special circumstances. ISC Financial Advisors strives for a minimum fee per account of $400 and a minimum asset management threshold of $100,000. Related accounts can be combined for fee purposes.
Fee Estimator
Location
7760 France Ave South Suite 270, Minneapolis, MN, 55435
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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 Activities
Charles is a self-employed auto detailer since 2013, dedicating about a quarter of his time to this activity. He is also a minority owner of EC Minnesota, LLC, an automotive-related business, since 2017, spending about a quarter of his time on this.
Employment History
Current Registrations
Isc Financial Advisors
Previous Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
State Registrations1 state
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