Evan Akers is a registered investment advisor at Secure Asset Management, L.L.C., based in Kirkland, WA, with 1 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
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SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
10510 Northup Way, Suite 150, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan works full-time as a research analyst for Real Estate Transition Solutions, an investment-related business offering Delaware Statutory Trust securities. He conducts due diligence on Delaware Statutory Trust properties used as replacement properties for 1031 exchanges.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Aurora SecuritiesBroker
State Registrations11 states
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