Loy Holt
Loy Holt is a registered investment advisor at Secure Investment Management, LLC, based in Roseville, CA, with 22 years of industry experience. Loy 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
970 Reserve Drive, #100, Roseville, CA, 95678
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2009Other Business ActivitiesSells Insurance
Loy is the president of Divot Enterprises Financial and Insurance Services, Inc. (DBA The DC Group) since 2010, where he sells fixed insurance and life insurance products, dedicating about 10-20% of his time. Loy also owns a business where he sells fixed annuities, dedicating about a quarter of his time.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
The Dc Group Advisory Services, INC
Centaurus Financial, INC.
Lighthouse Capital Corporation
Questar Asset Management, INC.
Pension Planners Securities, 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.