Frederick Ostermeyer
Frederick Ostermeyer is a registered investment advisor at American Independent Securities Group, LLC, based in Post Falls, ID, with 45 years of industry experience. Frederick 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
810 N. Henry St., Ste. 230, Post Falls, ID, 83854
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Frederick is an independent insurance agent selling various insurance products, dedicating about 10-20% of his time to this. He is also a committee member for the Idaho Department of Insurance and the IARFC vendor review committee, and owns Managed Resources, LLC for insurance and investment business.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Financial Network Investment CorporationBroker
Richards, Merrill & Peterson, INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations12 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.