Sungki Leemaster
Sungki Leemaster is a registered investment advisor at Osaic Wealth, INC., based in Akron, OH, with 29 years of industry experience. Sungki 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
567 E Turkeyfootlake Rd, B2, Akron, OH, 44319
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Sungki sells life insurance, dedicating minimal time to this activity. He also owns rental property jointly with his wife, with his wife primarily managing it, and he has previously worked with Business Underwriters and Insurance Agency Marketing.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
First Montauk Securities CORP.Broker
First Montauk Securities CORP.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.