TrueAdvisor
TrueAdvisor
JM
JM

Joshua Mellberg

Secure Investment Management, LLC
20 Years of Experience
Tucson, AZ
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Joshua Mellberg is a registered investment advisor at Secure Investment Management, LLC, based in Tucson, AZ, with 20 years of industry experience. Joshua 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.

Secure Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
942 clients
Average Client Portfolio
$46K average
Assets Under Management
$42.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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

Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

Get directions

History

Regulatory History (4)
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
April 2010
Settled
Customer Dispute
March 2010
Closed-No Action
Customer Dispute
September 2009
Settled
Customer Dispute
July 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua owns JD Mellberg Financial, LLC, which provides insurance marketing, product development, lead generation, and insurance sales (fixed annuities and life insurance), taking up nearly all of his time. He also manages 3067 West Ina Road, LLC (commercial rental property) and Insurance Marketing Solutions, LLC (insurance sales and lead generation), and SIM Assets LLC (e-commerce), dedicating minimal time to each.

Employment History
Current Registrations
Secure Investment Management, LLC
August 2006 - Present · 20 yrs 2 mos
State Registrations5 states
AZCACOFLTX
Advisor

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.
More Advisors
More financial advisors in Tucson, AZ →All financial advisors in Arizona →