Mitchell Monson
Mitchell Monson is a registered investment advisor at Secure Investment Management, LLC, based in Chandler, AZ, with 6 years of industry experience. Mitchell 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
2370 W Ray Rd, Chandler, AZ, 85224
Get directionsHistory
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
Mitchell sells fixed insurance products, including life insurance, annuities, long-term care, and disability insurance, dedicating about a quarter of his time to this. He also works as a Treasury Manager at Benchmark Electronics Inc, spending about 60% of his time there, and owns Monson Capital Advisory as a DBA for his securities and fixed insurance business, but spends no time on it.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Financial Gravity Family Office Services, LLC
Integrity Advisory Solutions
Lifepro Asset Management
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.
Exams
More Advisors
- Michael Mcginley, CFPEp Wealth Advisors
- Mackenzie Koets, CFPStrategic Advisers LLC
- Matthew Ahern, CFPStrategic Advisers LLC
- Daniel Siffermann, ChFCInteractive Financial Advisors
- John Clarke, ChFCHornor, Townsend & Kent, LLC
- Michael Vukonich, CFPAmeriprise Financial Services, LLC