TrueAdvisor
TrueAdvisor
DZ
DZ

Daniel Zimon

Camba Capital, LLC
1 Year of Experience
Port Jefferson Station, NY
1 Disclosure
View SEC Summary
View SEC Summary

Daniel Zimon is a registered investment advisor at Camba Capital, LLC, based in Port Jefferson Station, NY, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Camba Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.5M0.85%
$1.5M+0.70%

Fees are graduated like income tax brackets. This represents Camba Capital's maximum schedule; fees are negotiable and published standard rates may be lower.

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

Location

Port Jefferson Station, NY

Get directions

History

Regulatory History (1)
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.
Financial
July 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Camba Capital, LLC
August 2026 - Present · 2 mos
Previous Registrations
Strategic Advisers LLC
September 2025 - May 2026 · 8 mos
Fidelity Brokerage Services LLCBroker
May 2025 - May 2026 · 1 yr
State Registrations1 state
NY
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.
More Advisors
More financial advisors in Port Jefferson Station, NY →All financial advisors in New York →