HL
HL
Harry Licursi
19 Years of Experience
Santa Rosa, CA
1 Disclosure
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 86 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
86 clients
Average Client Portfolio
$233K average
Assets Under Management
$20.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $20.0M | 0.45% |
| $20M+ | 0.45% |
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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Regulatory History (1)
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Employment Separation After Allegations
December 1999Employment History
Current Registrations
Harry Licursi Tax & Retirement Planning
August 2012 - Present · 13 yrs 9 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
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.