Isto Advisors, LLC

ISTO Advisors, LLC is a financial advisory firm specializing in comprehensive wealth management, financial planning, and investment consultation. Established in 2016, the firm operates as a fiduciary, always acting in the best interest of clients. Services offered include asset management, financial planning, retirement plan consulting, and personalized financial strategies tailored to individual client goals. ISTO Advisors utilizes a service-oriented approach with open communication to create customized financial plans. The firm's investment strategies include equity securities, mutual funds, fixed income securities, options, and more. Clients have the option to grant investment discretion to the firm, allowing for tailored portfolio management. Minimum account balance for Comprehensive Wealth Management is $500,000, with a minimum annual fee of $7,500. Fees are charged based on a tiered percentage of assets under management. The firm does not charge performance-based fees and does not engage in directed brokerage. Clients receive quarterly account statements from the custodian and have the option to provide the firm with investment discretion. ISTO Advisors does not accept proxy authority to vote client securities. The firm does not have custody of client funds or securities.