Matthew Westberry
Matthew Westberry is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 20 years of industry experience. Matthew 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 (4)
Judgment / Lien
April 2025Criminal
December 2024Employment Separation After Allegations
October 2024Customer Dispute
March 2024Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
National Planning CorporationBroker
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.