Naim Cukovic is a registered investment advisor at Santander Securities, based in Salem, NH, with 26 years of industry experience. Naim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B 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 $50K | 1.30% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.08% |
| $5.0M - $10.0M | 1.03% |
| $10M+ | 0.94% |
Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.
Fee Estimator
Location
125 Main Street, Salem, NH, 03079
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 1999Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Pacific Continental Securities CorporationBroker
PHD CapitalBroker
State Registrations51 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
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