Mitchell Monson
Mitchell Monson is a registered investment advisor at Secure Investment Management, LLC, based in Tucson, AZ, with 6 years of industry experience. Mitchell 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
Mitchell sells fixed insurance products, including life insurance, annuities, long-term care, and disability insurance, dedicating about a quarter of his time to this. He also works as a Treasury Manager at Benchmark Electronics Inc, spending about 60% of his time there, and owns Monson Capital Advisory as a DBA for his securities and fixed insurance business, but spends no time on it.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Financial Gravity Family Office Services, LLC
Integrity Advisory Solutions
Lifepro Asset Management
State Registrations2 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.