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

275 South 5th #140, Pocatello, ID, 83201

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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 Activities

Kevin is an employee and director/partner at Rockwood Stone Wealth Management, LLC, a securities business. This takes Kevin a full-time commitment.

Employment History
Current Registrations
American Independent Securities Group, LLC
February 2025 - Present · 11 mos
American Independent Securities Group, LLC Broker
September 2024 - Present · 1 yr 4 mos
State Registrations17 states
AKAZCACOFLIDKYMTNCNDNENVORTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin Raziel Jordan - Financial Advisor | AdvisorDiscover