SC
SC
Sam Curmaci
29 Years of Experience
Ft. Lauderdale, FL
1 Disclosure
Sam Curmaci is a registered investment advisor at Sac Investment Management LLC, based in Ft. Lauderdale, FL, with 29 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 51 clients with $68M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$68.0M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ft. Lauderdale, FL
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Regulatory History (1)
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Regulatory
August 2021Final
Employment History
Current Registrations
Sac Investment Management LLC
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Leigh Baldwin & CO., LLC
February 2017 - January 2023 · 5 yrs 11 mos
Leigh Baldwin & CO., LLCBroker
January 2001 - November 2022 · 21 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
June 1996 - February 2001 · 4 yrs 8 mos
State Registrations4 states
FLGAPATX
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.