Clark Harris
Clark Harris is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 29 years of industry experience. Clark 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2022Employment Separation After Allegations
April 2021Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Clark owns 24th Street Car Guys & Girls, LLC, a real estate holding firm, and is a Managing Partner at Titan Wealth Advisors, LLC, dedicating nearly full-time hours to this role. Clark is also an insurance representative with Secure Investors Group and owns Vault Advisors, LLC, an insurance agency, spending minimal time on the latter.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Aurora SecuritiesBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Linsco/private Ledger CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.