Michael
Albertson
Secure Asset Management, L.L.C
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About this Advisor
Michael Albertson is a financial advisor based in Fort Wayne, Indiana, working with Secure Asset Management, L.L.C. Michael has previously held positions at Indiana Tax Advisory Group, Inc, Tradewell Tax & Financial, LLC, Usa Financial Securities, and Secure Asset Management, L.L.C. Michael has passed the Series 65 regulatory exam and is registered to provide services in Colorado, Indiana, and Texas. Currently, Michael is part of Secure Asset Management, L.L.C, which operates out of Fort Wayne, Indiana. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$599,576,285
46
3,698
$162,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Albertson Work History
Secure Asset Management, L.L.C
Tradewell Tax & Financial, LLC
Indiana Tax Advisory Group, Inc
Usa Financial Securities
Disclosures
Please visit the SEC profile of Michael Albertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Asset Management, L.L.C
Troy, MI
Granada Hills, CA
Troy, MI
Troy, MI
Colorado Springs, CO
Troy, MI
Bloomfield Hills, MI
San Francisco, CA
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