CN

Christopher Wade Neidlinger

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000

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
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningDivorce PlanningEducation PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Isc Advisors, INC.
July 2021 - Present · 4 yrs 6 mos
Institutional Securities Corporation
July 2021 - Present · 4 yrs 6 mos
Institutional Securities CorporationBroker
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Frost Brokerage Services, INC.Broker
May 2015 - July 2021 · 6 yrs 2 mos
T. Rowe Price Advisory Services, INC.
July 2001 - February 2003 · 1 yr 7 mos
T. Rowe Price Investment Services, INC.Broker
December 1997 - February 2003 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.