Robert Gadtke is a registered investment advisor at Isc Financial Advisors, based in Minneapolis, MN, with 1 years of industry experience. Robert 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 France Avenue South, Suite 270, Minneapolis, MN, 55435
Get directionsHistory
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
Robert is a licensed attorney in Minnesota since 2003. This activity is not investment-related.
Employment History
Current Registrations
Isc Financial Advisors
State Registrations1 state
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.