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.
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
Get directionsKathryn provides financial services training for State Farm through Focus Tracks, including training on life/health insurance, bank products, and mutual funds. This activity requires a few hours per week, with minimal time during trading hours.