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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2016
- Office Locations
- 2
Office Locations
About Isto Advisors, LLC
ISTO Advisors, LLC is a Troy, MI–based RIA with a second office in Lake Forest, IL, serving retail and institutional investors. The team provides financial/wealth planning and discretionary portfolio management, including asset allocation and tax/estate and charitable planning. Portfolios commonly use ETFs and public funds, with access to alternatives. Custody includes Charles Schwab and Altruist, and the firm shares education and annual update videos.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
TYLER DAVID DECOSTER
Director of Wealth Planning
- CRD
- #6354241
- Ownership
- Less than 5%
CHRISTOPHER ARTHUR FISHER
Chief Compliance Officer
- CRD
- #2536338
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Makaella Caruth
Financial Coach
- CRD
- #7947602
KATHRYN MARY GILLMAN
Senior Wealth Advisor
- CRD
- #4626629
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $999,331,677 | $425,429 |
| Non-Discretionary | $65,177,994 | $354,228 |
| Total | $1,064,509,671 | $420,256 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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