Jon Dutton is a registered investment advisor at Cavalcade Capital LLC, based in New York, NY, with 1 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cavalcade Capital charges an annual fee based on the market value of your portfolio. The fee is billed monthly in arrears based on the balance at the end of the billing period. If you start or end your agreement mid-quarter, fees are charged proportionally for the days you were a client.
Location
55 Broadway, 3rd Floor, New York, NY, 10006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is the Founder and President of The Cavalcade Group, a family investment firm providing investment advisory services since 2021. This takes about half of Jon's time.
Employment History
Current Registrations
Cavalcade Capital LLC
State Registrations2 states
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