Anthony Smith
Anthony Smith is a CFP-designated registered investment advisor at Secure Investment Management, LLC, based in Oakland, CA, with 6 years of industry experience. Anthony 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
Oakland, CA
Get directionsHistory
Regulatory History (1)
Criminal
August 2017Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Brooker Wealth Management
Lion Street Advisors, LLC
Lodestar Private Asset Management LLC
Jw Harrison Financial, INC.
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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