Secure Investment Management, LLC

Secure Investment Management, LLC, established in 2012 in Arizona, offers investment advisory services to individuals, businesses, trusts, and estates. The firm's business model involves a network of Investment Adviser Representatives operating independently across various locations. Services include financial planning, investment management, and consulting tailored to each client's needs and objectives. The firm primarily utilizes Dimensional Fund Advisors' institutional mutual funds and offers portfolios through Orion Portfolio Solutions. Clients can engage SIM for discretionary investment advisory services with fees ranging from 0.5% to 1.5%. Financial planning services are available at an hourly rate of $250, with a minimum charge of $1,250. The firm acts as a fiduciary, obligated to act in the best interest of clients. SIM does not accept performance-based fees and has a minimum account requirement of $25,000, which may be waived at the firm's discretion. The firm does not vote client proxies and does not maintain physical custody of client assets. SIM does not solicit fees exceeding $1,200 in advance and has no financial conditions likely to impair its obligations.