Joshua Kinnee is a CFP-designated registered investment advisor at Isto Advisors, LLC, based in Lake Forest, IL, with 14 years of industry experience. Joshua 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
580 N. Western Avenue, Lake Forest, IL, 60045
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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
Joshua is the Treasurer of the Board of Trustees of Arlington Countryside Church. His duties include oversight of church funds and related activities, requiring minimal time.
Employment History
Current Registrations
Isto Advisors, LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations2 states
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