ISC Financial Advisors offers investment management and financial planning services to individuals, retirement plans, and other organizations. ISC Financial Advisors primarily invests in mutual funds and ETFs, and occasionally in individual stocks, bonds, or government securities. They build long-term relationships with clients by providing services such as retirement plan design and administration, and insurance advising.
Assets Under Management$1.6B
Clients1,318
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$400
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...