Michael Bacci
Michael Bacci is a registered investment advisor at LPL Financial LLC, based in Prescott, AZ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3140 Stillwater Dr Ste A, Prescott, AZ, 86305
Get directionsHistory
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
Michael operates under the DBA Bacci Investments Group, Inc. for his LPL business and has a business entity for tax/investment purposes. He also works for United Christian Youth Camp (UCYC) for about 10-20% of his time and sells non-variable insurance through The National Benefit Corporation (TNBC).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Network Securities, 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.