Mark Keffer is a registered investment advisor at Isc Advisors, INC., based in Gunter, TX, with 12 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.
Fee Estimator
Location
Gunter, TX
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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 ActivitiesSells Insurance
Mark operates MK Financial Services as a sole proprietor, offering securities, investment advisory services, and insurance products through Institutional Securities Corp, ISC Advisors, and Investment Sales Corp. He also is a member of Texas North Mster Networks, spending a few hours per week referring new chapter members.
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities CorporationBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations12 states
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
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