SM
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Sam Macaluso

13 Years of Experience
Countryside, IL
1 DisclosureSells Insurance

Sam Macaluso is a registered investment advisor at Ripple Ridge Enterprises LLC, based in Countryside, IL, with 13 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 38 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
38 clients
Average Client Portfolio
$302K average
Assets Under Management
$11.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6345 Joliet Road, Countryside, IL, 60525

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2015
Other Business ActivitiesSells Insurance

Sam is an independent insurance agent selling fixed insurance products since 2013, and president of a CPA firm (Sam D Macaluso & Associates) since 1989, where he also sells financial products. He also co-owns two rental property businesses, and another accounting practice.

Employment History
Current Registrations
Ripple Ridge Enterprises LLC
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Voya Financial Advisors, INC.
August 2014 - September 2015 · 1 yr 1 mo
LPL Financial LLC
February 2011 - December 2013 · 2 yrs 10 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.