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

605 E 8th Ave Ste D, Post Falls, ID, 83854

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.
Customer Dispute
March 2009
Denied
Other Business ActivitiesSells Insurance

Frederick is an independent insurance agent selling various insurance products, dedicating about 10-20% of his time to this. He is also a committee member for the Idaho Department of Insurance and the IARFC vendor review committee, and owns Managed Resources, LLC for insurance and investment business.

Employment History
Current Registrations
American Independent Securities Group, LLC
October 2023 - Present · 2 yrs 3 mos
American Independent Securities Group, LLC
October 2023 - Present · 2 yrs 3 mos
American Independent Securities Group, LLC Broker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Arbor Point Advisors
November 2020 - October 2023 · 2 yrs 11 mos
Securities America Advisors, INC.
November 2020 - October 2023 · 2 yrs 11 mos
Securities America, INC.Broker
November 2020 - October 2023 · 2 yrs 11 mos
Kms Financial Services, INC
September 1999 - November 2020 · 21 yrs 2 mos
Kms Financial Services, INC.Broker
July 1993 - November 2020 · 27 yrs 4 mos
American Express Financial Advisors INC. Broker
December 1986 - October 1990 · 3 yrs 10 mos
Financial Network Investment CorporationBroker
November 1985 - August 1993 · 7 yrs 9 mos
Richards, Merrill & Peterson, INC. Broker
January 1982 - October 1985 · 3 yrs 9 mos
Ids Life Insurance CompanyBroker
December 1980 - October 1990 · 9 yrs 10 mos
Ids Financial Services INC.Broker
December 1980 - December 1986 · 6 yrs
Ids Marketing Corporation Broker
December 1980 - November 1981 · 11 mos
State Registrations11 states
AZFLIDILINMTNVSCUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.