Ryan Carlson
Ryan Carlson is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 25 years of industry experience. Ryan 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 (1)
Regulatory
March 2021Other Business ActivitiesSells Insurance
Ryan is an agent on AISGS health policy and is paid by commission. This activity requires minimal time.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
Samco Financial Services, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations35 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.