Isgam Us LLC fees and pricing
Financial planner in West Palm Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 3, 2026, Isgam Us LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“An hourly fee of $500 is charged by ISGAM US for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Isgam Us LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period is based on the value of the Account when services commence and is due immediately.”
- “This prorated fee can be deducted from Account when services commence or added to the amount at the first quarterly invoice.”
How Isgam Us LLC’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 7 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.
About Isgam Us LLC
- Firm size: 5 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 51
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $66,199,434
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 320841
- Website
- isgam.us (opens in new tab)
- Phone
- (305) 209-9559
Other planners in West Palm Beach that publish fees
- Agnello Financial Group, Inc.West Palm Beach$250/hr
- Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
- Blue Marlin Advisors, LLCWest Palm Beach$400-$500, $200-$350/mo
- Blue Ocean CapitalWest Palm Beach$100-$300/hr
- Capital Asset Management Group, Inc.West Palm Beach$300/hr
- FacetWest Palm Beach$2,600-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.