Secura Financial Fees & Minimum

Overview

Headquarters: Orange, CA
Total Firm Assets: $320 million
Average High-Net-Worth Client Portfolio Size: $0.6 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV2A AND 2B SEC (2026-05-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.99%
$1,000,001	$2,500,000	1.00%
$2,500,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.40%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$19,900	1.99%
$5 million	$53,650	1.07%
$10 million	$78,650	0.79%
$50 million	$238,650	0.48%
$100 million	$438,650	0.44%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 80.23%
Number of High-Net-Worth Clients: 428
Total Client Accounts: 1,242
Discretionary Accounts: 1,242

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 137324

ADV2A AND 2B SEC (2026-05-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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