Isaac Yops is a registered investment advisor at Halter Ferguson Financial INC, based in Carmel, IN, with 2 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 274 clients with $490M 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 | 1.00% |
| $1M+ | 0.50% |
Minimum client relationship size is generally $1,000,000, but this amount is negotiable. For clients with concentrated investments using options strategies, the fee schedule is: - First $5,000,000 — 1.00% per year - Over $5,000,000 — 0.50% per year
Fee Estimator
Location
13080 Grand Blvd., Suite 130, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Halter Ferguson Financial INC
State Registrations1 state
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