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Harry Licursi

Harry Licursi Tax & Retirement Planning
19 Years of Experience
Santa Rosa, CA
1 Disclosure
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Harry Licursi is a registered investment advisor at Harry Licursi Tax & Retirement Planning, based in Santa Rosa, CA, with 19 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 76 clients with $20M in assets under management.

Harry Licursi Tax & Retirement Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
76 clients
Average Client Portfolio
$263K average
Assets Under Management
$20.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.55%
$5M+0.45%

Fees are individually negotiated and may vary depending on the complexity of services.

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

Santa Rosa, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 1999
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Employment History
Current Registrations
Harry Licursi Tax & Retirement Planning
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Pension Planners Securities, INC.
January 2005 - February 2007 · 2 yrs 1 mo
Planmember Securities Corporation
December 2002 - February 2005 · 2 yrs 2 mos
Brecek & Young Advisors, INC.
June 2001 - December 2002 · 1 yr 6 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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