Capacuity LLC

Fee-Only (% of Portfolio)Fixed/Hourly

CapAcuity provides investment advice, asset management, and consulting services to sponsors of non-qualified executive retirement plans, defined benefit plans, and defined contribution plans. CapAcuity analyzes deferred compensation plans and makes recommendations to maximize funding efficiency, mitigate risk, and improve financial performance. CapAcuity does not provide legal or tax advice.

Assets Under Management$11B
Clients85
Advisors11
Avg. per Client$120M
Avg. per Advisor$960M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11 Advisors at this firm