Eric Rolshoven
Eric Rolshoven is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 39 years of industry experience. Eric 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 Ste 150, Eagle, ID, 83616
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2018Customer Dispute
January 2016Regulatory
August 2015Employment Separation After Allegations
May 2015Other Business ActivitiesSells Insurance
Eric operates Treasure State Retirement Planning as a sole proprietorship, functioning as an independent insurance agent and selling securities. This takes nearly full-time hours, with some time spent during trading hours.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
Sii Investments, INC.Broker
Fsc Securities Corporation
Rocky Mountain Financial Advisors LLC
Fsc Securities CorporationBroker
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.