Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CapAcuity's compensation is fee-based, including fixed or asset-based fees, asset-based product compensation, and fee-offset compensation. Fees are negotiable and documented in the investment advisory agreement. Clients are responsible for third-party fees. Certain associates are affiliated with CapAcuity Securities, Inc., and may receive compensation for the sale of investment products, which may create a conflict of interest. In some cases, CapAcuity LLC receives fee-offset compensation from COLI policies.
Areas of Practice
Advisor Information
Office location
300 International Parkway, Suite 350, Lake Mary, FL, 32746
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is the Vice President of Westport Strategies Advisors, LLC, providing investment advisory services. He also has a profits ownership interest in Westport Strategies, LLC, and may perform activities for CapAcuity Consulting LLC or CapAcuity LLC.