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Clark Harris

Secure Asset Management, L.L.C.
29 Years of Experience
Troy, MI
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Clark Harris is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 29 years of industry experience. Clark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M in assets under management.

Secure Asset Management, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,877 clients
Average Client Portfolio
$303K average
Assets Under Management
$870.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2565 West Maple Rd, Troy, MI, 48084

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2022
Settled
Employment Separation After Allegations
April 2021
Customer Dispute
January 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clark owns 24th Street Car Guys & Girls, LLC, a real estate holding firm, and is a Managing Partner at Titan Wealth Advisors, LLC, dedicating nearly full-time hours to this role. Clark is also an insurance representative with Secure Investors Group and owns Vault Advisors, LLC, an insurance agency, spending minimal time on the latter.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
September 2021 - Present · 5 yrs 1 mo
Aurora SecuritiesBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Spc
September 2009 - April 2021 · 11 yrs 7 mos
Sigma Financial CorporationBroker
January 2000 - April 2021 · 21 yrs 3 mos
Linsco/private Ledger CORP.Broker
March 1999 - January 2000 · 10 mos
John Hancock Distributors, INC.Broker
February 1997 - October 1998 · 1 yr 8 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1997 - May 1997 · 3 mos
John Hancock Distributors, INC.Broker
May 1996 - October 1998 · 2 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1996 - May 1997 · 1 yr
State Registrations8 states
CAGAMINCPASCTNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Clark Harris - Financial Advisor | TrueAdvisor