Isto Advisors, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.1B

Discretionary

$999M

94% of AUM

Avg account

$420K

Accounts

2,533

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 284560
Registered since: September 30, 2016
Website: www.istoadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.78%
Individuals4.73%
Pension & Profit Sharing Plans1.4%
Charitable Organizations1.23%
Corporations / Businesses0.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Isto Advisors, LLC is an independent registered investment adviser formed in 2016 that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management services for individuals, small businesses, and institutional clients, and it also offers pension consulting and adviser selection services. Insurance brokerage is part of the firm’s business activities. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures. Isto does not identify itself as an active ESG investor.