CM

Charles M. Munsell

12 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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Other Business Activities

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.

Employment History
Current Registrations
Isc Advisors, INC.
June 2015 - Present · 10 yrs 7 mos
Institutional Securities CorporationBroker
September 2013 - Present · 12 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.