IS Capital Management provides investment advice and manages client accounts, focusing on dividend-producing equities like preferred stocks and closed-end mutual funds. The firm also offers financial planning services tailored to individual needs, including cash flow management, estate planning, insurance needs, and retirement planning. Hourly consulting services are available for clients who don't need comprehensive planning. IS Capital Management is affiliated with an insurance company.
Assets Under Management$2.8M
Clients18
Advisors1
Avg. per Client$150K
Avg. per Advisor$2.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable up to 1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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