American Independent Securities Group (AISG) is a registered investment advisor that provides ongoing investment advice based on individual client needs. AISG works with clients to establish financial goals and objectives and then creates and manages a portfolio based on those goals. AISG offers investment management services through third-party investment managers, Charles Schwab, Turn Key Asset Management Platforms (TAMPs), and RBC programs. AISG also provides financial planning services on an hourly or fixed-fee basis.
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.