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