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Cyla Fromm-Minett

24 Years of Experience
1 DisclosureBroker

Cyla Fromm-Minett is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 24 years of industry experience. Cyla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,987 clients with $600M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

AISG offers investment advisory services through various platforms, each with its own fee structure. Fees for Charles Schwab and RBC management services generally range from 0.75% to 2.5% of your portfolio annually, but are negotiable. The fee is based on factors like the amount you invest, the scope of the engagement, and the investment style. A minimum of $2,500 of assets under management is required for Charles Schwab Advisory Services and $10,000 for RBC Management Services, though this may be negotiable. Fees are typically deducted directly from your account monthly or quarterly in advance.

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Location

664 S Rivershore Lane Ste 150, Eagle, ID, 83616

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History

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.
Financial
March 2017
Final
Employment History
Current Registrations
American Independent Securities Group, LLC
January 2022 - Present · 4 yrs 3 mos
American Independent Securities Group, LLCBroker
January 2022 - Present · 4 yrs 3 mos
American Independent Securities Group, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2021 - July 2021 · 6 mos
Northwestern Mutual Investment Services,llc
January 2021 - July 2021 · 6 mos
D.A. Davidson & CO.Broker
March 2019 - May 2020 · 1 yr 2 mos
D.A. Davidson & CO.
March 2019 - May 2020 · 1 yr 2 mos
John F Suby Wealth Management LLC
June 2017 - March 2019 · 1 yr 9 mos
H. Beck, INC.
November 2016 - March 2017 · 4 mos
H. Beck, INC.Broker
April 2015 - March 2017 · 1 yr 11 mos
H. Beck, INC.
April 2015 - November 2016 · 1 yr 7 mos
LPL Financial LLC
October 2013 - December 2014 · 1 yr 2 mos
LPL Financial LLCBroker
October 2013 - December 2014 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
J.P. Morgan Securities LLC
September 2012 - September 2013 · 1 yr
Amcore Investment Services, INC
March 2009 - September 2010 · 1 yr 6 mos
Amcore Investment Services, INCBroker
July 1997 - September 2010 · 13 yrs 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cyla Fromm-Minett - Financial Advisor | TrueAdvisor