SECURE ASSET MANAGEMENT, L.L.C.
SEC RegisteredWe help plan for your future.
About the firm
Neville Financial is led by Marc Neville, a financial consultant based in Livonia, MI. The firm offers personalized financial services focused on helping individuals prepare for retirement and address their financial goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, college savings, and estate planning, with personalized service focused on clients' needs, wants, and financial goals and objectives.
Who they serve
Individuals facing unique challenges as they prepare for retirement, as well as those investing for retirement, college savings, or estate planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,644 | $364M |
| High Net Worth Individuals | 233 | $507M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
56 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Third-Party Money Manager Signals - All Assets | 0.75% |
| ERISA 3(21) - Tier 1 | 0.90% |
| ERISA 3(21) - Tier 2 | 0.70% |
| ERISA 3(21) - Tier 3 | 0.40% |
| ERISA 3(21) - Tier 4 | 0.27% |
| ERISA 3(38) - Tier 1 | 1.00% |
| ERISA 3(38) - Tier 2 | 0.75% |
| ERISA 3(38) - Tier 3 | 0.65% |
| ERISA 3(38) - Tier 4 | 0.55% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SECURE ASSET MANAGEMENT, L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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