Giovanni Antonio Malatesta

Secure Asset Management, L.L.C.

15 Years of Experience

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Firm Information

Secure Asset Management, L.L.C.

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Advisor Information

Office location

Argyle, TX

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Regulatory History (2)

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