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.
Firm
Secure Asset Management, L.L.C.
Location
Orange Park, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
34 years
David Coughlin is a CFP® professional with over 34 years of experience in financial advising. He is currently with Secure Asset Management, L.L.C. and has held positions at Aurora Securities Inc., SCF Investment Advisors, Inc., and Securities America Advisors, Inc. He also serves as a designated FINRA arbitrator and is involved in insurance sales through several related entities. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management for individual clients, including both non-high-net-worth and high-net-worth households. The firm offers services such as investment policy development, tax and estate planning support, and 401(k) consulting, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.
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.
Orange Park, FL
Florida
Secure Asset Management, LLC
2024 - Present (2 years)
Aurora Securities Inc.
2024 - Present (2 years)
SCF Investment Advisors, Inc.
2017 - 2024 (7 years)
SCF Securities, Inc.
2017 - 2024 (7 years)
Securities America Advisors, Inc.
2009 - 2017 (8 years)
Securities America, Inc.
2009 - 2017 (8 years)
David R. Coughlin
1991 - Present (35 years)
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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.
Verified by Warmer
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