Joseph Alcon is a registered investment advisor at Secure Investment Management, LLC, based in Tucson, AZ, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 825 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Secure Investment Management's annual investment management fee is negotiable and ranges from 0.5% to 1.5% of the total value of your investments. The fee is calculated each quarter based on the value of your account on the last business day of the previous quarter. Some legacy clients may have a fee structure ranging from 0.50% to 2.00%. Clients engaged on or after 03/01/2022 are charged a flat fee of no greater than 1.50%.
Location
3067 W. Ina Road, #125, Tucson, AZ, 85741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph volunteers for Our Lady of Soledad Catholic Church, Assembly 3494, and Knights of Columbus Council 3847, dedicating time to teaching, providing technical assistance, record keeping, and fundraising. Joseph is also an agent for Fixed Insurance, providing guidance on life insurance and annuity products a few hours per week.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Keystone Private Wealth
Purshe Kaplan Sterling InvestmentsBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.