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Andrew Daudt

American Independent Securities Group, LLC
26 Years of Experience
Eagle, ID
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Daudt is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 26 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent selling life insurance and annuities, dedicating minimal time to this activity. He also operates Summit Capital Management as a DBA for his fixed insurance and financial advisory business, spending a full-time commitment on this, with a portion during securities trading hours.

Employment History
Current Registrations
American Independent Securities Group, LLC
May 2024 - Present · 2 yrs 5 mos
American Independent Securities Group, LLCBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Edward JonesBroker
April 2003 - June 2017 · 14 yrs 2 mos
Morgan Stanley
January 2001 - April 2003 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 2000 - April 2003 · 2 yrs 7 mos
State Registrations17 states
AZCACOHIIDILINLAMAMTNVORPRRITXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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