Camba Capital, LLC is a registered investment advisor founded in 2023 and based in Port Jefferson Station, New York. The firm focuses on retirement and pension-decision planning for working families, public pension system participants, and community members. Camba Capital offers four main services: investment management, project-based financial planning and analysis (including pension election reviews and comprehensive retirement roadmaps), ongoing planning retainers, and hourly consulting. The firm uses a goals-based planning approach combined with probability-based modeling, such as Monte Carlo simulations, to test retirement plans against various market outcomes. Portfolios are built using low-cost, diversified pooled investment vehicles like mutual funds and exchange-traded funds, with optional, capped allocations to digital assets or individual equities available upon written client request. Camba Capital operates as a solo firm owned by Daniel Zimon and receives compensation solely through direct client fees, without commissions, product sales loads, or third-party kickbacks.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.85% |
| $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.