ISTO Advisors offers comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and businesses. As a fiduciary, ISTO aims to help clients achieve their financial goals by understanding their risk tolerance and time horizon. ISTO creates customized financial strategies, educates clients, and provides ongoing support.
Assets Under Management$870M
Clients382
Advisors11
Avg. per Client$2.3M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. ISTO reserves the right to charge 0.50% on 529 plans, which are not included in the aggregate household value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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