ISGAM US LLC logo

ISGAM US LLC

Updated today

Client AUM

$66,199,434

Clients

51

Advisors

3

across 2 offices

About

ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high‑net‑worth individuals. The firm operates with a small team of advisers and manages roughly $66 million across about 50 client relationships, offering portfolio management, retirement‑rollover advice, and modular financial plans.

The firm’s investment approach emphasizes strategic asset allocation, quality‑oriented long‑term equity selection, fixed‑income positions, and alternative investments organized around three “building blocks” (global/US equities, fixed income, and alternatives), with periodic rebalancing and individualized investment restrictions where requested. ISGAM US also incorporates model portfolios and trade recommendations provided by a related foreign sub‑adviser while retaining sole discretion and custody arrangements with an institutional custodian and delivering quarterly performance reporting.

Noteworthy features include its corporate affiliations and service arrangements: ISGAM US is under common ownership with other advisory entities and discloses a formal sub‑adviser relationship with a related foreign firm that supplies research and model recommendations, and certain personnel divide time across the affiliated firms. The brochure also discloses a paid referral/endorsement arrangement with an online lead provider and shared operational resources with affiliates, with the firm describing policies intended to address resulting conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Wealth management

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Fee options

Percentage

0.70% - 1.50% annually based on asset mix and amount

Project-based

$500 per hour for financial planning

Other

Account minimum: $500,000 Fee-only: $500 per hour for financial planning services

Main office

See office

222 Lakeview Ave, Suite 800

West Palm Beach FL 33401

Advisors at this office

2

Most active in

Florida · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Frank V

CFP®

Miami, FL

ISGAM US LLC

Frank Van Lerven is a CFP® at ISGAM US LLC with four years of industry experience. He has worked at ISGAM US LLC since 2022 and has been affiliated with ISGAM AG since 2007. ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation, long-term equity selection, fixed income, and alternative investments, managing approximately $66 million across about 50 client relationships.

Wealth management
user avatar

Andrew L

Series 65

West Palm Beach, FL

ISGAM US LLC

Andrew Little is a financial advisor at ISGAM US LLC with over two years of industry experience. He holds a Series 65 designation and has worked with ISGAM AG since 2018, where he serves as a Business Development Manager, Financial Planner, and Partner. He is also the sole shareholder and director of Global Private Client Solutions Sarl, a consultancy firm that connects high-net-worth clients with service providers. ISGAM US LLC provides discretionary asset management and financial planning primarily to individual clients and families, including high-net-worth individuals. The firm employs a strategic, quality-oriented investment approach focused on global and U.S. equities, fixed income, and alternative assets, incorporating model portfolios from a related foreign sub-adviser while maintaining sole discretion and custody.

Wealth management
user avatar

William J

Series 65

West Palm Beach, FL

ISGAM US LLC

William Johnston is a financial advisor at ISGAM US LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Consulting and Chubb Life Insurance. Johnston is also involved with Aktivolabs in a concurrent role. ISGAM US LLC provides discretionary asset management and financial planning services to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation and long-term equity selection, managing approximately $66 million across about 50 client relationships.

Wealth management
View complete list of advisors at this firm
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