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CFP
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CFP

Kevin Andrews

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

Kevin Andrews is a CFP-designated registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 23 years of industry experience. Kevin 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

Kevin is a Director/Partner and insurance agent at Eagle Financial Group, selling various fixed insurance products, dedicating a few hours per week, some during trading hours. He also coaches a competitive soccer team and is a Director/Partner in Eagle Pioneer, LLC, managing commercial property, dedicating minimal time to each.

Employment History
Current Registrations
American Independent Securities Group, LLC
November 2007 - Present · 18 yrs 11 mos
American Independent Securities Group, LLCBroker
March 2006 - Present · 20 yrs 7 mos
Previous Registrations
United Heritage Financial Services, INC.Broker
August 2004 - March 2006 · 1 yr 7 mos
PFS Investments INC.Broker
July 2003 - August 2004 · 1 yr 1 mo
State Registrations23 states
AKAZCACOFLIAIDILINMNMOMTNDNENVORTNTXUTVAWAWIWY
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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