Kaleb Mccarty is a registered investment advisor at Truvestments Capital LLC, based in Sarasota, FL, with 10 years of industry experience. Kaleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
Get directionsHistory
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 ActivitiesSells Insurance
Kaleb is the owner and CEO of Elite Wealth Advisors, where he focuses on the wholesale/distribution of fixed annuities and life insurance products, dedicating about half of his time. He also owns McCarty Marketing Inc., where he works as an insurance sales and consultant, and Funderfull, LLC, a business consulting firm, dedicating minimal time to each.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Truvestments Capital LLC
State Registrations1 state
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