Kautilya Palaypu is a registered investment advisor at Cow Capital INC, based in Sacramento, CA, with 2 years of industry experience. Kautilya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cow Capital Inc offers three main services with different fee structures:
- Portfolio Management: Fees range from 1.50% per year on the first $250,000 of your portfolio down to 1.00% per year for portfolios over $1,000,001.
- Self-Directed Retirement Plan Services (SDRP): Fees range from $100 per year for portfolios up to $5,000, to 0.75% per year for portfolios over $100,001.
- Wealth Management: Fees range from 1.75% per year on the first $250,000 of your portfolio down to 0.75% per year for portfolios over $1,500,001.
Qualified clients may also pay a performance-based fee of 2.00% of assets under management along with a 25.00% performance fee based on capital appreciation.
Location
1401 21st St, Ste R, Sacramento, CA, 95811-5226
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2023Other Business Activities
Kautilya serves as a director or virtual officer in several private companies as an independent management consultant. These companies conduct non-investment related operational activities, such as gold bullion distribution and management consulting.
Employment History
Current Registrations
Cow Capital INC
State Registrations1 state
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.