Christopher Caputo
Christopher Caputo is a CFA-designated registered investment advisor at Integrity Fixed Income Management, based in Orlando, FL, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Fixed Income Management charges a percentage of the assets they manage for you. The fees are calculated and paid quarterly. Here are the annual rates:
- Active Core Bond and Agency Mortgage-Backed Securities Portfolios: 0.25% on the first $30 million, and 0.20% on the balance. Minimum annual fee of $12,500.
- Active Insurance Portfolios: 0.35% on the balance. Minimum annual fee of $17,500.
- Active Cash Management Bond Portfolios: 0.175% on the balance. Minimum annual fee of $8,750.
- Passive Bond Portfolios: 0.15% on the balance. Minimum annual fee of $7,500.
- Credit Strategy Bond Portfolios: 0.30% on the first $30 million, 0.28% on the next $25 million, 0.27% on the next $50 million, 0.26% on the next $100 million, and 0.25% on the balance. Minimum annual fee of $15,500.
Fees may be negotiable depending on the circumstances.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrity Fixed Income Management
State Registrations1 state
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