Assets Under Management

$1.5B

Number of Clients

1,989

Number of Advisors

31

Average Client AUM

$774K

AUM per Advisor

$49.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

ISC Advisors offers financial planning in areas like retirement, tax, estate, and college planning, based on negotiated hourly rates. They also provide pension consulting services to employers and manage accounts through their Pathways program. Fees are based on AUM, subject to negotiation.

Fee Structure

Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
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Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

31 Advisors at this firm

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