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
Loading...

Advisor Information

Office location

2150 Butterfield Dr Ste 200, Troy, MI, 48084

Get directions
Regulatory History (2)
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
May 2016
Final
Customer Dispute
October 2011
Settled
Other Business ActivitiesSells Insurance

Bradley owns Monaco Properties LLC (rental property), Lott Wealth Management LLC, and North Financial LLC, but spends no time on these activities. Bradley is also a licensed insurance agent selling life, variable annuity, and accident/health insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
American Independent Securities Group, LLC
March 2025 - Present · 10 mos
American Independent Securities Group, LLC Broker
March 2025 - Present · 10 mos
Previous Registrations
L.M. Kohn & Company
July 2014 - March 2025 · 10 yrs 8 mos
L.M. Kohn & Company Broker
June 2014 - March 2025 · 10 yrs 9 mos
L.M. Kohn & Company
June 2014 - July 2014 · 1 mo
Wells Fargo Advisors, LLC
October 2011 - June 2014 · 2 yrs 8 mos
Wells Fargo Advisors, LLC Broker
August 2011 - June 2014 · 2 yrs 10 mos
Wells Fargo Advisors, LLC
August 2011 - September 2011 · 1 mo
Morgan Stanley Smith Barney LLC
September 2010 - September 2011 · 1 yr
Morgan Stanley Smith Barney Broker
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC. Broker
January 2007 - June 2009 · 2 yrs 5 mos
UBS Financial Services INC.
November 2002 - January 2007 · 4 yrs 2 mos
UBS Financial Services INC. Broker
October 1998 - January 2007 · 8 yrs 3 mos
Dean Witter Reynolds INC.Broker
April 1997 - November 1998 · 1 yr 7 mos
State Registrations28 states
AZCACOFLGAHIIDILINKSKYMAMDMIMNMONCNVNYOHOKORSCSDTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley Thomas Lott - Financial Advisor | AdvisorDiscover