Isc Advisors, INC.
Assets Under Management
$1.5B
Number of Clients
1,989
Number of Advisors
31
Average Client AUM
$774K
AUM per Advisor
$49.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ISC Advisors offers financial planning in areas like retirement, tax, estate, insurance, divorce, and college planning, based on negotiated hourly rates. They also provide pension consulting services to employers, including fiduciary and non-fiduciary services. The firm manages accounts through its Pathways program and may use sub-advisors.
Fee Structure
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
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219