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.
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Learn about disclosures →Charles is a Texas Music Adjudicator for the Texas University Interscholastic League since 1982, judging band contests and consulting for school districts, dedicating approximately 30 days per year. He also owns residential rental property in Lubbock, spending minimal time on this activity.