Secure Investment Management provides investment management and financial planning services to individuals, business entities, trusts, and estates. The firm uses a quantitative, factor-based approach to investing rooted in Modern Portfolio Theory, utilizing low-cost institutional mutual funds, exchange-traded funds, and third-party managers through turnkey asset management programs. In addition to portfolio management, representatives can help clients prepare focused or comprehensive financial plans covering budgeting, personal liability, and estate information. Secure Investment Management operates through a decentralized network of investment advisor representatives, many of whom also work as independent insurance agents offering insurance products through separate entities. The firm emphasizes long-term investing, diversification, and tailored portfolio allocations based on each client's individual risk tolerance and objectives.
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%.