Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable. The maximum annual Basic Level Advisory Fee is 0.65%. For IRAs and non-qualified individual accounts, the maximum annual investment advisory fee is 2.05%. Basic Managed Model fees are an additional 0.25%, and Professionally Managed Model fees are an additional 0.45%. Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or fixed fee (up to $10,000). There are also non-standard plan sponsor fees for mapping prior plan investment choices and ongoing reviews.
Areas of Practice
Advisor Information
Office location
Carbondale, IL
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
Since October 2022, Isaiah has been assisting advisors and clients at Christian Retirement Ministries with retirement, estate, and financial planning, including handling paperwork and servicing client needs. This takes about a quarter of his time, with approximately 40 hours occurring during security trading hours.