Michael
Licosati
Pacific Point Advisors, LLC
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About this Advisor
Michael Licosati is a financial advisor working out of Solana Beach, California with a total of 3 years of relevant experience. Licosati is an employee of Pacific Point Advisors, LLC. During their career, Licosati has held roles at Axxcess Wealth Partners, LLC and Alder Capital, LLC. Licosati has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Pacific Point Advisors, LLC is a registered investment firm headquartered in Rancho Santa Fe, CA. The company has a total of eight financial advisors. It oversees $149 million in assets under management between its 126 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 126 accounts, 62% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Pacific Point Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and market timing services. Fees charged by financial advisors vary depending on which services are offered. However, fee types charged by Pacific Point Advisors, LLC may include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Point Advisors, LLC Brokerage Details
$148,461,085
8
126
$1,178,263
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Market timing services
Michael Licosati Work History
Michael has been registered as a financial advisor for 3 years.*
Axxcess Wealth Partners, LLC
Alder Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Licosati to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Point Advisors, LLC
Rancho Santa Fe, CA
Phoenix, AZ
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Solana Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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