Isakov Planning Group Inc.

Overview

Isakov Planning Group Inc. is an independent, corporation-format registered investment adviser that combines financial planning and portfolio management with insurance brokerage services. The firm serves both individual and family clients as well as institutional or business accounts, and describes itself as a capital allocator that selects third-party managers when appropriate. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. Fees are charged as a percentage of assets under management and through fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives