Emmanuel Casuscelli is a registered investment advisor at Ucap Americas, based in Miami, FL, with 15 years of industry experience. Emmanuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 178 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCAP Asset Management charges an annual fee based on a percentage of the value of your investments. The fees are negotiable, but cannot exceed 2% annually. Some advisors use a tiered fee schedule, while others charge a flat percentage. Fees are calculated monthly and billed quarterly.
Location
1001 Brickell Bay Drive Suite 1714, Miami, FL, 33131
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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.
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Emmanuel is the Managing Member and 100% beneficial owner of Condor Point Capital LLC, a personal investment company. He is also a registered representative at UCAP Securities, LLC, an affiliated broker-dealer, which may present conflicts of interest addressed in the UCAP Asset Management, LLC Compliance Manual.
Employment History
Current Registrations
Ucap Americas
Ucap Americas
Ucap AmericasBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cg Compass (USA) LLCBroker
State Registrations5 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.