Cavalcade Capital LLC provides investment advice tailored to clients' needs and objectives. As a non-discretionary advisor, Cavalcade Capital requires client approval before executing any transactions. Cavalcade Capital may use sub-advisors to manage portions of client accounts. The firm advises on various investments, including equities, bonds, mutual funds, ETFs, and real estate.
Assets Under Management$140M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
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.
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