MH
MH

Mark Henderson

1 Year of Experience
Broker

Mark Henderson is a registered investment advisor at Isc Advisors, INC., based in Fairview, TX, with 1 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000

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.

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Location

Fairview, TX

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Isc Advisors, INC.
November 2024 - Present · 1 yr 5 mos
Institutional Securities CorporationBroker
August 2024 - Present · 1 yr 8 mos
Institutional Securities Corporation
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Mark Henderson - Financial Advisor | TrueAdvisor