American Independent Securities Group, LLC
Assets Under Management
$604.9M
Number of Clients
2,987
Number of Advisors
45
Average Client AUM
$203K
AUM per Advisor
$13.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
American Independent Securities Group (AISG) offers investment advisory services, managing accounts on a discretionary or non-discretionary basis. They utilize third-party investment managers, Charles Schwab, Turn Key Asset Management Platforms (TAMPs), and RBC programs. Financial planning is offered, potentially on an hourly or fixed-fee basis.
Fee Structure
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
Location
664 S Rivershore Lane Ste 150, Eagle, ID, 83616