Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISCA generally charges a fee based on a percentage of assets under management, with a maximum of 1.30% annually, but all fees are subject to negotiation. Retirement plan accounts are subject to a minimum $5000 annual account fee. Accounts under the Empower platform have the option to use an ISCA-managed model and will be charged an additional 5 basis points. ISCA's fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.
Areas of Practice
Advisor Information
Office location
Plano, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carlos owns a condo in Boardwalk Beach Resort Florida, used as a vacation/investment property, dedicating minimal time to it. He is also a Managing Member of Garza Financial Group, LLC, dedicating minimal time to this business as well.