Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
Financial Plan Fee:$100 - $4,000
Hourly Rate:$50 - $250/hr

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

664 S Rivershore Lane Ste 150, Eagle, ID, 83616

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2017
Final
Employment History
Current Registrations
American Independent Securities Group, LLC
January 2022 - Present · 4 yrs
American Independent Securities Group, LLC Broker
January 2022 - Present · 4 yrs
American Independent Securities Group, LLC
January 2022 - Present · 4 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2021 - July 2021 · 6 mos
Northwestern Mutual Investment Services, LLC Broker
January 2021 - July 2021 · 6 mos
D.A. Davidson & CO.
March 2019 - May 2020 · 1 yr 2 mos
D.A. Davidson & CO. Broker
March 2019 - May 2020 · 1 yr 2 mos
John F Suby Wealth Management LLC
June 2017 - March 2019 · 1 yr 9 mos
H. Beck, INC.
November 2016 - March 2017 · 4 mos
H. Beck, INC.Broker
April 2015 - March 2017 · 1 yr 11 mos
H. Beck, INC.
April 2015 - November 2016 · 1 yr 7 mos
LPL Financial LLC
October 2013 - December 2014 · 1 yr 2 mos
LPL Financial LLC Broker
October 2013 - December 2014 · 1 yr 2 mos
J.P. Morgan Securities LLC Broker
October 2012 - September 2013 · 11 mos
J.P. Morgan Securities LLC
September 2012 - September 2013 · 1 yr
Amcore Investment Services, INC
March 2009 - September 2010 · 1 yr 6 mos
Amcore Investment Services, INCBroker
July 1997 - September 2010 · 13 yrs 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.