AISG's annual fees for investment advisory services generally range from 0.75% to 2.5% of assets under management, but are negotiated based on factors like total assets, scope of engagement, and investment style. A minimum of $2,500 in assets under management is required, but this may be negotiable. Financial planning fees range from $50 to $250 per hour or $100 to $4,000 on a fixed-fee basis. Third-party estate planning services are available for separate fees.
664 S Rivershore Lane Ste 150, Eagle, ID, 83616
Get directionsEric operates Treasure State Retirement Planning as a sole proprietorship, functioning as an independent insurance agent and selling securities. This takes nearly full-time hours, with some time spent during trading hours.