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

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is a Director/Partner and insurance agent at Eagle Financial Group, selling various fixed insurance products, dedicating a few hours per week, some during trading hours. He also coaches a competitive soccer team and is a Director/Partner in Eagle Pioneer, LLC, managing commercial property, dedicating minimal time to each.

Employment History
Current Registrations
American Independent Securities Group, LLC
November 2007 - Present · 18 yrs 2 mos
American Independent Securities Group, LLC Broker
March 2006 - Present · 19 yrs 10 mos
Previous Registrations
United Heritage Financial Services, INC.Broker
August 2004 - March 2006 · 1 yr 7 mos
PFS Investments INC. Broker
July 2003 - August 2004 · 1 yr 1 mo
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.