Harry Licursi Tax and Retirement Planning provides investment advice, portfolio review and design, and portfolio management services. Harry Licursi focuses on managing a client’s investment risk through consultations and tax-efficient investment practices. He also offers pension consulting services to individuals and businesses.
Assets Under Management$20M
Clients86
Advisors1
Avg. per Client$230K
Avg. per Advisor$20M
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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