Anthony Smith is a CFP-designated registered investment advisor at Secure Investment Management, LLC, based in Oakland, CA, with 5 years of industry experience. Anthony 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
Oakland, CA
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Regulatory History (1)
Criminal
August 2017Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
Brooker Wealth Management
Lion Street Advisors, LLC
Lodestar Private Asset Management LLC
Jw Harrison Financial, INC.
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.