Samuel Yamthe is a registered investment advisor at Isf Advisory, LLC, based in Austin, TX, with 4 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.18% |
| $1.0M - $2.0M | 1.16% |
| $2.0M - $5.0M | 1.14% |
| $5.0M - $10.0M | 1.08% |
| $10.0M - $20.0M | 0.97% |
| $20.0M - $30.0M | 0.88% |
| $30.0M - $40.0M | 0.82% |
| $40.0M - $50.0M | 0.74% |
| $50.0M - $60.0M | 0.68% |
| $60.0M - $70.0M | 0.59% |
| $70.0M - $80.0M | 0.52% |
| $80M+ | 0.46% |
ISF Advisory charges a 20% incentive cut of profits (performance or incentive fee) as the norm for qualified investors only in addition to the fee list in firm’s fee schedule.
Fee Estimator
Location
9800 North Lamar Blvd. Ste 218, Austin, TX, 78753
Get directionsHistory
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
Samuel is the founder and president of Applied Network Security, a security consulting business, dedicating about 68 hours per month to it. He also has an insurance license since 2018 and spends about 20 hours a month helping community or family members with their insurance needs, and is the president of a non-profit organization.
Employment History
Current Registrations
Isf Advisory, LLC
State Registrations1 state
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