ISF Advisory, LLC

Overview

ISF Advisory, LLC is an individual-owned limited liability company that operates as a capital allocator and insurance broker while providing advisory services. The firm offers financial planning and portfolio management across a range of client types — individuals, small businesses, pooled investment vehicles, and institutional or business clients — and also engages in pension consulting, selection of other advisers, and educational seminars and workshops. Its fee arrangements include asset-based fees, hourly and fixed fees, and performance-based compensation. The firm is not identified as an active ESG investor and is not listed as a multi-state or newly formed adviser. An insurance company is noted among its industry affiliations.

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