Michael A Biggica
MB
CFP
Michael A Biggica
MB
CFP

Michael Biggica

22 Years of Experience
San Francisco, CA

Michael Biggica is a CFP-designated registered investment advisor at Pixel Financial Planning, based in San Francisco, CA, with 22 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, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 30 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$39.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.90%
$250K - $500K0.75%
$500K - $1.0M0.65%
$1.0M - $2.0M0.50%
$2.0M - $4.0M0.40%
$4M+0.25%

Fees are negotiable. PFP will not charge any fee greater than 3% of assets under management. Financial planning fees are waived for Investment Management Clients who meet the minimum asset requirement of $300,000 for individuals and $500,000 for couples.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michael A Biggica
MB
Michael Biggica

Location

San Francisco, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pixel Financial Planning
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
20/20 Capital Management, INC
June 2016 - December 2016 · 6 mos
Ameritas Investment CORP
March 2014 - December 2016 · 2 yrs 9 mos
Ameritas Investment CORP.Broker
March 2014 - December 2016 · 2 yrs 9 mos
RBC Capital Markets, LLCBroker
April 2011 - February 2014 · 2 yrs 10 mos
Sterne, Agee & Leach, INC.Broker
August 2007 - April 2011 · 3 yrs 8 mos
Vfinance Investments, INCBroker
August 2005 - December 2005 · 4 mos
UBS Financial Services INC.Broker
August 2000 - August 2003 · 3 yrs
Dain Rauscher IncorporatedBroker
January 2000 - August 2000 · 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Additional Information

Mike has over 15 years of experience in the financial industry, holds the CFP® designation, and serves as a fiduciary. His focus is to serve as your personal financial advocate and make your goals a priority.

Michael A Biggica
MB
Contact
Michael Biggica
Michael Biggica - Financial Advisor | TrueAdvisor