Michael Demassa is a CFA, CFP-designated registered investment advisor at Forza Wealth Management, based in Sarasota, FL, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, High Net Worth, Investment Management, and 2 more. Their firm serves 129 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Advisory fees are negotiable depending on individual client circumstances.
Fee Estimator
Contact
Michael Demassa
Location
5605 Marquesas Circle, Sarasota, FL, 34233
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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 →Employment History
Current Registrations
Forza Wealth Management
Previous Registrations
Global Financial Private Capital, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Intersecurities, INC.
State Registrations2 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.
Exams
Additional Information
Our boutique firm has the flexibility to customize portfolios based on dividend income, growth, tax-managed, environmental, social, and governance factors to help clients achieve their specific goals.
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