Secure Asset Management, L.L.C.

Overview

Secure Asset Management, L.L.C. is an SEC-registered limited liability company that operates as an insurance broker-dealer and positions itself as a capital allocator for individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee model includes percentage-of-AUM pricing alongside fixed and other fee arrangements. The firm is not identified as an active ESG investor. Secure Asset Management combines traditional advisory services with insurance-distribution capabilities, which explains its dual role as an adviser and broker-dealer. That structure supports the use of insurance products alongside managed portfolios and third-party manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices