Mark Kelly
Mark Kelly is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 39 years of industry experience. Mark 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
664 S Rivershore Lane, Suite 150, Eagle, ID, 83616
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an insurance agent licensed for life, Medicare, and annuity sales. He is also the President of True Harbour Wealth Management, LLC, dedicating nearly full-time hours to this business.
Employment History
Current Registrations
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Royal Advisors, LLC
Royal Securities CompanyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Intervest International Equities CORP.Broker
American Express Financial Advisors INC.Broker
State Registrations7 states
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.