Isc Advisors, Inc.

ISC Advisors, Inc. is a registered investment adviser founded in 1994 and located in Dallas, TX. The firm specializes in financial planning services, including retirement planning, estate planning, and investment analysis. ISC Advisors offers services based on negotiated hourly rates and tailored to each client's financial situation and needs. The firm's investment strategies focus on maximizing risk-adjusted returns over the long run through managed account programs like Pathways, which offers five model portfolios based on different risk tolerances. Clients can receive investment advice on a discretionary basis, allowing ISC Advisors to make investment decisions on their behalf. The firm does not vote on client securities and does not engage in performance-based fees or side-by-side management. ISC Advisors charges fees based on a percentage of assets under management, with a maximum annual fee of 1.30%. The firm may receive compensation from affiliated broker-dealer, Institutional Securities Corporation, for services like margin loans and credit access lines. ISC Advisors does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm provides regular account reviews and encourages clients to review custodial statements for accuracy. ISC Advisors has a policy to restore accounts in case of trading errors and does not participate in class action lawsuits on behalf of clients. Clients are responsible for voting proxies and participating in class action settlements. The firm also provides considerations for IRA rollovers and encourages clients to consult with tax professionals before making decisions.