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Sam Curmaci

Sac Investment Management LLC
30 Years of Experience
Ft. Lauderdale, FL
1 Disclosure
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Sam Curmaci is a registered investment advisor at Sac Investment Management LLC, based in Ft. Lauderdale, FL, with 30 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, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 51 clients with $68M in assets under management.

Sac Investment Management LLC
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

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are 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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History

Regulatory History (1)
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Regulatory
August 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sac Investment Management LLC
December 2022 - Present · 3 yrs 10 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.
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