Isaacs & Associates provides financial planning and investment management services. Financial planning covers areas like net worth, cash flow, taxes, insurance, retirement, and 401k reviews. Investment management involves creating portfolios using models managed by Isaacs & Associates or institutional portfolio strategists. Isaacs & Associates works with clients to understand their goals, time frame, and risk tolerance.
Assets Under Management$55M
Clients172
Advisors1
Avg. per Client$320K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Isaacs & Associates charges a fee based on the value of your investments. The annual management fee ranges from 0.80% to 1.70% and is negotiable based on the size of the account. The fee includes a platform fee when using institutional portfolio strategists. Fees are billed monthly.
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