ISC Advisors, Inc.

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Total assets under management

$1,539,119,817

Total clients

1,853

25% high-net worth

Total advisors

of 31 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$830,610

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

Up to 1.30% annually (maximum, subject to negotiation)

Commissions

Commissions from sale of securities and insurance products through affiliated broker-dealer and insurance agents; separate from advisory fees

Project-based

Financial planning services charged based on negotiated hourly rates

Other

Account minimum: $5,000 minimum annual account fee for retirement plan accounts, subject to negotiation Minimum fee: Minimum $5,000 annual account fee for retirement plan accounts (subject to negotiation) Fee-only: Financial planning fees charged on negotiated hourly rates; fees may be waived or offset by advisory fees

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

ISC Advisors, Inc.

3500 Oak Lawn Ave, Ste 400

Dallas TX 75219, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 214 520 1115

Advisors at this firm

Jack H

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

John K

CFP®, Series 63

Dallas, TX

ISC Advisors, Inc.

Andreya W

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Greg P

Series 63, Series 66

Carmel, IN

ISC Advisors, Inc.

Mark K

Series 66

Dallas, TX

ISC Advisors, Inc.

Mark H

Series 66

Fairview, TX

ISC Advisors, Inc.

Robert D

CFP®, Series 63, Series 65

Buda, TX

ISC Advisors, Inc.

Reid R

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