Harry Licursi Tax & Retirement Planning

Overview

Harry Licursi Tax & Retirement Planning is an independent RIA organized as a sole proprietorship that focuses on individual and family clients. The firm provides portfolio management for individuals and small businesses and also operates as an insurance broker and salesperson of other financial products, a combination that supports both investment advisory and insurance/annuity distribution. Its fee arrangements include a percentage of assets under management, hourly charges and other fee types. The adviser reports it is not an active ESG investor and is not a multi-state adviser; it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives