American Independent Securities Group, LLC

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Total assets under management

$604,888,609

Total clients

2,966

10% high-net worth

Total advisors

of 34 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$203,941

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning fixed fees typically range from $100 to $4,000 depending on complexity and arrangement.

Percentage

0.75% to 2.5% (negotiated based on factors such as total assets, scope of engagement, investment style, and types of investments)

Commissions

Advisory representatives may receive commissions from securities and insurance products sold in their broker-dealer capacity, separate from advisory fees.

Project-based

Financial planning fees may be charged hourly ranging from $50 to $250 per hour.

Other

Account minimum: $2,500 for Charles Schwab advisory services; $10,000 for RBC management services (may vary based on platform used; negotiable in certain circumstances) Fee-only: Advisory fees based on assets under management ranging from 0.75% to 2.5%, negotiated per client; financial planning fees (hourly or fixed)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

American Independent Securities Group, LLC

664 S Rivershore Lane Ste 150

Eagle ID 83616, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 208-489-3131

Advisors at this firm

Melinda W

Series 63, Series 65

La Grande, OR

American Independent Securities Group, LLC

Pamela K

Series 66

Los Angeles, CA

American Independent Securities Group, LLC

John D

Series 66

Jacksonville, FL

American Independent Securities Group, LLC

Tracee A

Series 63, Series 65

Wichita, KS

American Independent Securities Group, LLC

Charles C

Series 66

Honolulu, HI

American Independent Securities Group, LLC

Mark M

Series 66

Medina, OH

American Independent Securities Group, LLC

Kevin J

Series 66

Eagle, ID

American Independent Securities Group, LLC

Christopher R

Series 63, Series 66

Greenwood Village, CO

American Independent Securities Group, LLC

Cyla F

Series 63, Series 66

Rockford, IL

American Independent Securities Group, LLC

Lance A

Series 63, Series 65

Olympia, WA

American Independent Securities Group, LLC

Martin H

Series 66

North Royalton, OH

American Independent Securities Group, LLC

Xuejing L

Series 63, Series 65

San Mateo, CA

American Independent Securities Group, LLC

Alan T

Series 66

Overland Park, KS

American Independent Securities Group, LLC

Brandyn H

Series 66

Minot, ND

American Independent Securities Group, LLC

Andrew D

Series 63, Series 65

Eagle, ID

American Independent Securities Group, LLC

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