Kaleb Mccarty
Kaleb Mccarty is a registered investment advisor at Truvestments Capital LLC, based in Sarasota, FL, with 11 years of industry experience. Kaleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M 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% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
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
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
More Advisors
- Ronald Lumley, CFP, ChFCTruvestments Capital LLC
- Dean Mackey, CFPEdward Jones
- Daniel Vigne, CFPJ.P. Morgan Securities LLC
- Amy Magnotta, CFASeeds
- Austin Pickle, CFASeia
- Peter Abbott, CFPEdward Jones