American Independent Securities Group, LLC provides continuous investment advice and portfolio management tailored to individual client goals, risk tolerances, and time horizons. Operating as a registered investment advisor and broker-dealer, American Independent Securities Group offers access to various investment programs, including third-party money managers, Charles Schwab advisory platforms, turnkey asset management platforms, and RBC Wealth Management programs. Client portfolios are managed on either a discretionary or non-discretionary basis. In addition to investment management, the firm offers comprehensive financial planning covering cash flow, retirement projections, tax strategies, and estate planning guidance, often included with ongoing asset management or available through hourly and fixed-fee arrangements.
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.