Michael Porter is a ChFC-designated registered investment advisor at Capacuity LLC, based in Lake Mary, FL, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 85 clients with $11B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 International Parkway, Suite 350, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Capacuity LLC
Capacuity Securities, INC.Broker
Capacuity Securities, INC.
Previous Registrations
Westport Strategies Advisors, LLC
Financial Advisory Service INC
Fas CORP.Broker
Clark Securities, INC.Broker
Westport Financial Services, L.L.C.Broker
Mercer Allied Company, L.P.Broker
Mercer Allied CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations2 states
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