Timothy Jaynes is a registered investment advisor at Isc Financial Advisors, based in Edina, MN, with 12 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,318 clients with $1.6B 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable under special circumstances. ISC Financial Advisors strives for a minimum fee per account of $400 and a minimum asset management threshold of $100,000. Related accounts can be combined for fee purposes.
Fee Estimator
Location
7760 Frances Avenue South, Ste 270, Edina, MN, 55435
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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 ActivitiesSells Insurance
Timothy owns Jaynes Properties, LLC, where he purchases properties for lease, rental, or resale, dedicating about 10-20% of his time. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Isc Financial Advisors
State Registrations3 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.