ISC Advisors provides investment advice and financial planning services to individuals, high-net-worth individuals, and retirement plans. ISC Advisors offers both discretionary and non-discretionary portfolio management services. Financial planning covers retirement, tax, estate, insurance, divorce, and college planning. ISC Advisors also provides pension consulting services to employers. The firm may use sub-advisors and third-party money managers.
Fee Structure
ISC Advisors generally charges a percentage of your portfolio annually, up to a maximum of 1.30%. This fee is negotiable. Some clients may pay more than 1.30% due to flat-rate fee schedules or minimum account fees. The exact fee will be in your agreement. Fees are calculated either in advance or in arrears, depending on the platform. The firm also offers a managed account program called Pathways, with fees ranging from 0% to 1.3%, depending on the negotiated arrangement.