Frank Curcio
Frank Curcio is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Palm Beach Gardens, FL, with 14 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 350 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are generally subject to negotiation and typically range from 1.25% to 2.50% per year.
Fee Estimator
Location
3801 PGA Boulevard, Suite 600, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frank is an investment adviser representative of HJ Sims Capital Management, dedicating about a quarter of his time to this role. His primary business is providing brokerage services through a broker-dealer.
Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Citicorp Securities, INC.Broker
Falconwood Securities CorporationBroker
First Eagle, INC.Broker
Anderson, Bryant & CO.Broker
State Registrations8 states
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
More Advisors
- Michael TorreHerbert J. Sims Capital Management, INC.
- David Jacoby, CFA, CFPRemote Financial Planner, LLC
- David Swank, CFAHood River Capital Management LLC
- Amy Owen, CFPHb Wealth
- James Jaramillo, ChFCState Farm Investment Management CORP.
- Ronald Rourk, CFPMorgan Stanley