Damian Palfini is a CFP-designated registered investment advisor at Cavalot Capital, based in Truckee, CA, with 16 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 129 clients with $64M 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 $250K | 1.00% |
| $250K - $750K | 0.60% |
| $750K - $1.5M | 0.50% |
| $1.5M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.10% |
| $15M+ | 0.05% |
Investment Management is offered as a standalone service and is generally subject to a $2,500 Annual Minimum Fee. Fees are negotiable.
Fee Estimator
Contact
Damian Palfini
Location
10266 Truckee Airport Rd, Ste C, Truckee, CA, 96161
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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 →Employment History
Current Registrations
Cavalot Capital
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations4 states
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