Michael Caruana is a registered investment advisor at Fiduciary Capital Management LLC, based in The Villages,, FL. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 74 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
74 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$149.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual investment advisory fee is 2.50%. Specific fees are negotiated and outlined in the client agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
The Villages,, FL
Get directionsHistory
Regulatory History (1)
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Criminal
October 1995Final Disposition
Employment History
Current Registrations
Fiduciary Capital Management LLC
June 2026 - Present · 4 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.