Secure Investment Management (SIM) offers investment advice, consulting, and investment management to individuals, businesses, trusts, and estates. SIM's representatives work independently but are overseen by the firm. They may also sell insurance, which could create a conflict of interest. SIM offers financial planning services, model portfolios through Dimensional Fund Advisors, and separately managed accounts through Orion Portfolio Solutions.
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%.