Kathryn Gillman is a CFP-designated registered investment advisor at Isto Advisors, LLC, based in Troy, MI, with 22 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 382 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. ISTO reserves the right to charge 0.50% on 529 plans, which are not included in the aggregate household value.
Fee Estimator
Location
2150 Butterfield Drive, Suite 220, Troy, MI, 48084
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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.
Learn about disclosures →Other Business Activities
Kathryn receives rental income from a property in Chicago. She is also a troop co-leader for kindergarten scouts in Highland Park, IL.
Employment History
Current Registrations
Isto Advisors, LLC
Previous Registrations
Regal Securities, INC.Broker
Northstar Financial Partners, INC.Broker
State Registrations2 states
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