Scott Blaney
Scott Blaney is a CFP-designated registered investment advisor at Secure Investment Management, LLC, based in San Clemente, CA, with 17 years of industry experience. Scott 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
San Clemente, CA
Get directionsHistory
Regulatory History (17)
Financial
August 2019Financial
August 2019Financial
August 2019Financial
April 2019Financial
April 2019Financial
March 2019Financial
March 2019Financial
January 2019Financial
December 2018Financial
December 2018Financial
December 2018Financial
November 2018Financial
November 2018Financial
October 2018Financial
October 2018Financial
October 2018Financial
August 2018Other Business Activities
Scott works as a consultant for Farmer & Betts, Inc., setting up administration for qualified plans, dedicating minimal time. He also has an advisory affiliation with Securities America Advisors, providing investment advisory services, which takes about half of his time.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
American Funds Distributors, INC.Broker
American Funds Distributors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Benefit Funding Services Group
Adp Broker-Dealer, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Citicorp Investment ServicesBroker
Euro Pacific Capital, INC.Broker
Planco Financial Services, INC.Broker
First Wall Street CORP.Broker
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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