FW

Frank Ernest Wilson

9 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

900 8th St, Ste. 316, Wichita Falls, TX, 76301

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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

Frank is involved in several business activities, including ownership in oil and gas exploration and operating companies (Addax Exploration LLC and Addax Operating LLC), a holding company for income-producing properties (Frank E. Wilson Inc), Jefe Oilfield Services LLC, and short-term rental property (Rocking W). He also assists his wife with her jewelry businesses (Moonlight Jewelry Designs and Rocking W Jewelry LLC) and is the membership chair for Texoma Business Leaders.

Employment History
Current Registrations
Institutional Securities Corporation
November 2017 - Present · 8 yrs 2 mos
Isc Advisors, INC.
November 2017 - Present · 8 yrs 2 mos
Institutional Securities CorporationBroker
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - November 2017 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2016 - November 2017 · 1 yr 6 mos
State Registrations9 states
CACOFLMNMTNMOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Frank Ernest Wilson - Financial Advisor | AdvisorDiscover