Clark Dearmond
Clark Dearmond is a registered investment advisor at Secure Investment Management, LLC, based in Encinitas, CA, with 18 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 942 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees are negotiable and range from 0.5% to 1.5% of assets under management. Legacy clients who entered agreements on or before February 28, 2022, may be subject to fee rates ranging from 0.50% to 2.00%.
Fee Estimator
Location
Encinitas, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Clark owns Clark DeArmond, LLC, an independently owned insurance agency, dedicating full-time hours to it. He is also a licensed insurance agent with J.D. Mellberg Financial, LLC, spending varying hours depending on business needs.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Specialized Advisors
Secure Investment Management, LLC
Vfg Advisors, INC.
Sagepoint Financial, INC.
Pageone Financial, INC.
Next Financial Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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