Michael Wynns
Michael Wynns is a ChFC-designated registered investment advisor at Cavu Wealth Management, based in Lakeside, CA, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 367 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Location
10001 Maine Ave, Lakeside, CA, 92040
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an officer/director at CAVU Insurance Services, Inc., offering various insurance products, and spends a few hours per week on this. He also owns 50% of H-1 Outfitters LLC, managing real estate, and is a 35% owner and officer/director of CAVU Wealth Management, a registered investment advisor, dedicating full-time hours to this.
Employment History
Current Registrations
Cavu Wealth Management
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLC
Capital Financial Consultants Group, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
The Advisors Group, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.