Iseler Financial offers advice on cash flow, education funding, retirement, risk management, and estate and tax planning. Iseler Financial provides ongoing supervision of client investment accounts through its Investment Management services. Iseler Financial also offers educational workshops. Clients work with a planner to establish financial goals and values around money. The planner monitors the plan, recommends changes, and ensures the plan is up to date.
Assets Under Management$5.2M
Clients42
Advisors1
Avg. per Client$120K
Avg. per Advisor$5.2M
www.iselerfinancial.com ·www.linkedin.com/company/64523192 ·www.facebook.com/iseler-financial-llc-112519607...
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are based on a straight tier; all accounts are charged a single rate that declines as asset levels increase. The firm will attempt to aggregate accounts for the same household for the benefit of discounting your asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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