Matthew Black
Advisor at Secure Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Secure Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Evans, GA
Credentials
Series 66
Industry experience
9 years
Matthew Black is a financial advisor at Secure Asset Management, L.L.C. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including AlphaStar Capital Management, LLC and Hornor, Townsend & Kent, LLC. In addition to his advisory role, he is involved in insurance brokerage through Prosperity Retirement Group, LLC. Secure Asset Management primarily serves individual clients, providing personalized financial planning and discretionary investment management along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and often uses third-party money managers and trading signals to implement strategies.
Based on Secure Asset Management, L.L.C.
$0+: Up to 2.00% annually (negotiable, max 2%, or 0.50% quarterly) for SAM Investment Management Services $0+: 0.750% annually (0.1875% quarterly) for Third-Party Money Managers Trading Signals (portion paid to third-party managers up to 0.50%) $0 - $250,000: 0.90% annually (0.2250% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $250,001 - $500,000: 0.70% annually (0.1750% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $500,001 - $1,000,000: 0.40% annually (0.1000% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $1,000,001+: 0.27% annually (0.0675% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $0 - $1,000,000: 1.00% annually (0.2500% quarterly) for ERISA Section 3(38) Plan Investment Management Services $1,000,001 - $3,000,000: 0.75% annually (0.1875% quarterly) for ERISA Section 3(38) Plan Investment Management Services $3,000,001 - $5,000,000: 0.65% annually (0.1625% quarterly) for ERISA Section 3(38) Plan Investment Management Services $5,000,001+: 0.55% annually (0.1375% quarterly) for ERISA Section 3(38) Plan Investment Management Services
Fee-only: Fees are negotiable; no commissions charged by SAM; no performance-based fees.
Evans, GA
Georgia
Secure Asset Management, L.L.C.
2026 - Present (1 year)
Secure Investors Group
2026 - Present (1 year)
Prosperity Retirement Group, LLC
2023 - Present (3 years)
Hornor, Townsend & Kent, LLC
2023 - 2025 (2 years)
AlphaStar Capital Management, LLC
2017 - 2023 (6 years)
Bailey Retirement Group
2017 - 2018 (1 year)
First Command Insurance Services, Inc.
2016 - 2017 (1 year)
First Command Advisory Services, Inc.
2016 - 2017 (1 year)
First Command Financial Planning, Inc.
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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