Michael Licosati
Michael Licosati is a registered investment advisor at Pacific Point Advisors, LLC, based in Rancho Santa Fe, CA, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 60 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Point Advisors charges a quarterly fee based on a percentage of your managed account. The annual rate is between 0.50% and 1.50%, paid quarterly. The specific rate depends on the size and complexity of your account. Clients may also pay a Platform Fee to A10cess Wealth Management if they utilize their platform. Clients may be referred to Independent Managers, whose fees may be billed separately.
Location
16236 San Dieguito Road, Suite 4-21 #9491, Rancho Santa Fe, CA, 92067
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 Activities
Michael has a minority ownership stake in Axxcess Wealth Management, LLC via a passive investment vehicle. He has no role in the management of the Platform Manager and does not share in the revenues or fees earned by the Platform Manager other than through his passive ownership interest.
Employment History
Current Registrations
Pacific Point Advisors, LLC
Previous Registrations
Alder Capital, LLC
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.