Damian Palfini is a CFP-designated registered investment advisor at Cavalot Capital, based in Incline Village, NV, with 17 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, Education Planning, Estate Planning, and 7 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% |
Rates reflect standalone investment management. Integrated wealth management uses a separate schedule starting at 1.35% for the first $750,000.
Fee Estimator
Contact
Damian Palfini
Location
880 Northwood Blvd, Ste 2B, Incline Village, NV, 89451
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 →Employment History
Current Registrations
Cavalot Capital
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations4 states
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
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