Aridai Lopez is a registered investment advisor at Secure Investment Management, LLC, based in Phoenix, AZ, with 7 years of industry experience. Aridai 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
Phoenix, AZ
Get directionsHistory
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 Activities
Aridai owns several rental properties (MC Ave LLC, Beverly Ln LLC, and Rosegarden LLC). Aridai also owns Super Abundance LLC, where he provides leadership and sales coaching for a few hours per week, and is a co-owner of Emuna Wealth Management, a DBA for Cetera Business.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cache Securities LLCBroker
Vanguard Marketing CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
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.