Michael Caputo
Michael Caputo is a registered investment advisor at Vitale & Caputo Wealth Management LLC, based in Middleton, MA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fee is 1%, consisting of a 0.30% fee for Vitale & Caputo Wealth Management and a 0.70% fee for the third-party investment advisor. Fees are negotiable.
Fee Estimator
Location
35 Village Road, Suite 304, Middleton, MA, 01949
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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 Activities
Michael is the owner of Caputo & Company, PC, a CPA firm, dedicating full-time hours. He is also a managing member of S.M. Equipment LLC, a leasing company, spending minimal time, and a member/COO of Vitale & Caputo Wealth Management LLC, spending about 10-20% of his time.
Employment History
Current Registrations
Vitale & Caputo Wealth Management LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Baystate Wealth Management
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cambridge Investment Research, INC.Broker
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
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