Secure Asset Management, L.L.C.
Assets Under Management
$890.0M
Number of Clients
4,714
Number of Advisors
51
Average Client AUM
$189K
AUM per Advisor
$17.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Secure Asset Management provides personalized financial planning and investment management to individuals. Services include financial goal determination, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They also offer pension consulting services.
Fee Structure
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
Location
2565 West Maple Rd, Troy, MI, 48084