Samuel Izaguirre
Samuel Izaguirre is a registered investment advisor at LPL Financial LLC, based in Miami Lakes, FL, with 21 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6625 Miami Lakes Dr Ste 444, Miami Lakes, FL, 33014-2702
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Samuel is involved in several business activities, including SI Wealth Management, LLC, S & J Family Properties, LLC, Saybrus Partners, LLC, and NexAnnuity/Reliance Standard. He dedicates about 10-20% of his time to SI Wealth Management and a few hours per week to Saybrus Partners and NexAnnuity/Reliance Standard, which involve non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations13 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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