Isto Advisors, LLC

RIASEC Registered

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 that has been SEC registered since 2016. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. It also operates as an insurance broker, which is reflected in its offering set and the inclusion of annuities among its investment options. Isto positions itself as a capital allocator that uses a combination of percentage-of-AUM, hourly, and fixed-fee billing arrangements. The firm reports it is not focused on ESG integration as an active ESG investor. As a multi-service adviser, Isto combines advisory mandates with allocation to third-party managers and external alternative fund managers when appropriate.