SI
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Strahil Iskrov

1 Year of Experience
Honolulu, HI
BrokerSells Insurance

Strahil Iskrov is a registered investment advisor at American Independent Securities Group, LLC, based in Honolulu, HI, with 1 years of industry experience. Strahil 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

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.

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Location

615 Piikoi St #1509, Honolulu, HI, 96814

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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

Strahil owns Cool Stone LLC, a tile contracting business, dedicating about 10-20% of his time to bidding, client relations, financial oversight, and subcontracting. He also anticipates starting Comprehensive Financial Strategies in September 2024, selling securities, life, and health insurance, dedicating minimal time to insurance sales.

Employment History
Current Registrations
American Independent Securities Group, LLC
September 2024 - Present · 1 yr 8 mos
American Independent Securities Group, LLCBroker
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
HI
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.