Doni Mooberry is a registered investment advisor at Isc Advisors, INC., based in Lawrence, KS, with 28 years of industry experience. Doni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,989 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISC Advisors generally charges a percentage of your portfolio annually, up to a maximum of 1.30%. This fee is negotiable. Some clients may pay more than 1.30% due to flat-rate fee schedules or minimum account fees. The exact fee will be in your agreement. Fees are calculated either in advance or in arrears, depending on the platform. The firm also offers a managed account program called Pathways, with fees ranging from 0% to 1.3%, depending on the negotiated arrangement.
Location
901 Kentucky St, Suite 202, Lawrence, KS, 66044-2855
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Doni owns Mooberry Financial Management, LLC, a registered investment advisor, and also operates a tax practice as Doni Mooberry Accounting. In addition, she is an attorney, owns rental properties, is treasurer for Lawrence Rotary Club and Community Children's Center, is involved in a real estate partnership (Maine Street, LLC), and has a small ownership stake in a brewery/restaurant (Penn Holdings, LLC).
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Mooberry Financial Management, LLC
Previous Registrations
Institutional Securities Corporation
Dortch Securities & Investments, INC.Broker
H.D. Vest Investment ServicesBroker
Eneric Financial Services, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.