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
901 Kentucky St, Suite 202, Lawrence, KS, 66044-2855
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
Doni owns Mooberry Financial Management, LLC, a registered investment advisor, and also operates a tax practice as Doni Mooberry Accounting. In addition, she is an attorney, owns rental properties, is treasurer for Lawrence Rotary Club and Community Children's Center, is involved in a real estate partnership (Maine Street, LLC), and has a small ownership stake in a brewery/restaurant (Penn Holdings, LLC).