Janice Powell is a registered investment advisor at Secure Investment Management, LLC, based in Tucson, AZ, with 15 years of industry experience. Janice 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.
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Learn about disclosures →Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Diversify Wealth Management, LLC
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Pagnatokarp Partners, LLC
The Index Group, INC.
Convergent Wealth Advisors, LLC
Cavanal Hill Investment Management, INC.
Amegy Investments, INC.
Amegy Investments, INC.Broker
Contango Capital Advisors, INC.
Zions Direct, INC.Broker
Fidelity Brokerage Services LLCBroker
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.