Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Fees are based on a percentage of assets under management. The maximum annual fee is 2%, billed quarterly at 0.50%. For 3rd party money manager trading signals, the annual fee is 0.75%. SAM also receives solicitor fees from third-party money managers, typically 1.00%. Clients are responsible for third-party fees like custodian and brokerage fees. There is an additional $15 per quarter fee for services provided by ORION.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

2565 West Maple Rd, Troy, MI, 48084

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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

Eric owns Hornyak Financial Group, selling and servicing life, health, property, and casualty insurance since 2006. He also monitors investments as an advisor with Secure Asset Management (a few hours per week) and is an insurance representative with Secure Investors Group (minimal time).

Employment History
Current Registrations
Aurora SecuritiesBroker
June 2017 - Present · 8 yrs 7 mos
Secure Asset Management, L.L.C.
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Concorde Asset Management, LLC
April 2011 - September 2016 · 5 yrs 5 mos
Concorde Investment Services, LLCBroker
April 2011 - September 2016 · 5 yrs 5 mos
Professional Asset Management, INC.Broker
March 2007 - April 2011 · 4 yrs 1 mo
Echotrade LLCBroker
April 2006 - July 2006 · 3 mos
Rosenthal Collins Equities, L.L.C.Broker
August 2005 - January 2006 · 5 mos
E*trade Capital Markets LLCBroker
November 2001 - August 2005 · 3 yrs 9 mos
Turning Point Securities, LLCBroker
August 2001 - October 2001 · 2 mos
Billings Equities, INC.Broker
May 1998 - December 1999 · 1 yr 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.