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Frequently Asked Questions:
What is Investment Strategy Advisors Inc.?
Founded in August 2005, Investment Strategy Advisors Inc. is an Investment Advisor Registered with the SEC. As of August 2006, we currently manage approximately $37 million.
How are you compensated?
We are a fee only advisor.
What are Investment Strategy Advisor Inc.'s fees?
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Our standard fee schedule ranges from 1% to 1.4%. Fees are calculated on the combined total account values per family.
What are your account minimums?
We prefer to begin with account minimums of approximately $500,000.00. However, we are happy to be flexible whenever necessary. There are no account minimums for artists.
Who holds my assets?
All client assets are held by Fidelity Investments which are insured by the Securities Investors Protection Corp. (SIPC). All account assets are held in your name or entities you have created such as trusts and retirement plans.
Other Questions?
Please contact us if you have any other questions.
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