Gregg Huxley
Gregg Huxley is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 27 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
2565 West Maple Rd, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregg is a licensed real estate broker/agent in Florida and a sales agent in Michigan, assisting clients with real estate transactions. He is also a licensed independent insurance agent, dedicating minimal time to providing insurance and receiving commissions.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Forthright Capital LLC
Spc
Sigma Financial CorporationBroker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Prudential Securities IncorporatedBroker
State Registrations2 states
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.