ISC Advisors, Inc. is a registered investment advisor offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm builds portfolios primarily using mutual funds and exchange-traded funds, utilizing its proprietary Pathways managed account program which features five model portfolios ranging from conservative income to aggressive growth. ISC Advisors also provides financial planning covering retirement, taxes, estate planning, insurance, divorce, and education. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and foundations. In addition to managing portfolios directly, ISC Advisors may recommend third-party money managers or sub-advisors to oversee client accounts. The firm is a wholly-owned subsidiary of ISC Group and operates alongside an affiliated broker-dealer, Institutional Securities Corporation, creating certain affiliations and potential conflicts related to product recommendations and clearing services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.