Timothy Smith
Timothy Smith is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 25 years of industry experience. Timothy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.
Fee Estimator
Location
664 S Rivershore Lane, Suite 150, Eagle, ID, 83616
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2021Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities LLCBroker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Ameritas Investment CORP.Broker
Edward JonesBroker
State Registrations2 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.
Exams
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