Tracy Baggerly
Tracy Baggerly is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 26 years of industry experience. Tracy 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
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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
Tracy is an independent insurance agent for fixed and variable life, LTC, disability, and fixed annuities through Progressive Wealth Management and Tracy Baggerly Inc, dedicating full-time hours to these businesses. She also holds positions in several non-investment related entities, including a director role in Eagle Assisted Growth and Learning Environment Inc and Eagle Rodeo, and ownership in BTB LLC and Proletariat Wine Company, but spends minimal time on these activities.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
First Heartland Capital, INC.Broker
Edward JonesBroker
State Registrations19 states
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