Secure Investment Management, LLC
Assets Under Management
$38.3M
Number of Clients
825
Number of Advisors
16
Average Client AUM
$46K
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Secure Investment Management, LLC provides investment advisory services tailored to each client's needs. They offer financial planning, model portfolios through Dimensional Fund Advisors, and SMAs through Orion Portfolio Solutions. The firm manages investment accounts based on client objectives, using diversified, low-cost portfolios. They also provide advice on legacy REITs and real estate partnerships.
Fee Structure
Investment management fees are negotiable and range from 0.5% to 1.5% annually, billed quarterly based on assets under management. Legacy clients (prior to 02/28/2022) may have fee structures ranging from 0.50% to 2.00%. Financial planning services are charged hourly at $250 per hour, with a minimum charge of $1,250. A full financial plan including estate planning and asset map is available for $1300. SIM may charge a lesser fee based upon certain criteria. Clients investing in the strategist portfolios through Orion Portfolio Solutions (“OPS”) may pay additional fees.
Areas of Practice
Location
3067 W. Ina Road, #125, Tucson, AZ, 85741