Curt Giacomo
Curt Giacomo is a CFP-designated registered investment advisor at Goal Line Wealth Management, INC., based in Solana Beach, CA, with 23 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 78 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goal Line Wealth Management charges a fee based on the value of your portfolio. The annual fee is a maximum of 2%. This fee includes consulting services, except in unique circumstances where a separate financial planning agreement is needed. The fee is calculated monthly in advance based on the market value of your investments on the last business day of the previous month.
Location
Solana Beach, CA
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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 ActivitiesSells Insurance
Curt owns rental property in San Diego and has been a notary public since 2016. Curt is also an insurance agent since 2020, selling various insurance products, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Goal Line Wealth Management, INC.
Previous Registrations
Sowell Management Services
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.