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MD
CFP
MD
CFP

Michelle Damon

Cahill Financial Advisors, INC.
40 Years of Experience
Edina, MN
2 Disclosures
View SEC Summary
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Michelle Damon is a CFP-designated registered investment advisor at Cahill Financial Advisors, INC., based in Edina, MN, with 40 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,115 clients with $1.8B in assets under management.

Cahill Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,115 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.40% to 1.50% depending on the specific representative and schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7261 Ohms Lane, Edina, MN, 55439

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2009
Final
Employment Separation After Allegations
August 2007
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michelle is a Director and General Board Member for Camp Amnicon, a non-profit wilderness camp, since 2016. She meets with the board four times annually for about three hours each time and receives no compensation.

Employment History
Current Registrations
Cahill Financial Advisors, INC.
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Feltl Advisors
December 2013 - February 2018 · 4 yrs 2 mos
Feltl & CompanyBroker
September 2007 - February 2018 · 10 yrs 5 mos
Stifel, Nicolaus & Company, Incorporated
March 2006 - September 2007 · 1 yr 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2003 - September 2007 · 4 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
July 1998 - January 2003 · 4 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
July 1998 - July 2000 · 2 yrs
Ascend Financial Services, INC.Broker
September 1997 - May 1998 · 8 mos
Robert W. Baird & CO. IncorporatedBroker
April 1997 - June 1997 · 2 mos
Northwestern Mutual Investment Services, INC.Broker
April 1991 - June 1997 · 6 yrs 2 mos
Miller Securities, IncorporatedBroker
July 1989 - July 1989 · 0 mos
Mcclees Investments, INC.Broker
April 1988 - July 1989 · 1 yr 3 mos
Juran & Moody, INC.Broker
August 1986 - March 1988 · 1 yr 7 mos
Miller & Schroeder Financial, INC.Broker
June 1984 - July 1986 · 2 yrs 1 mo
State Registrations2 states
MNTX
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.
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