ISC Financial Advisors provides investment management and advisory services to individuals, families, and retirement plans. Operating as a registered investment advisor, the firm builds diversified portfolios primarily using mutual funds and exchange-traded funds, utilizing fundamental analysis to guide investment decisions. ISC Financial Advisors offers personalized service, tailoring investment strategies to each client's individual needs, risk tolerance, and goals. In addition to portfolio management, the firm provides financial planning, retirement plan design and administration, and insurance advising. ISC Financial Advisors works with clients to build long-term relationships, helping individuals navigate retirement planning, tax strategies, and wealth 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 negotiated under special circumstances. Strives for a minimum account fee of $400 and a minimum asset threshold of $100,000. For accounts managed through the Pontera platform, Pontera receives a 0.25% annual fee, which is not added to the client's total fee.