Michelle Damon
Michelle Damon is a CFP-designated registered investment advisor at Cahill Financial Advisors, INC., based in Edina, MN, with 39 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,031 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cahill Financial Advisors charges an annual fee based on a percentage of the assets they manage, ranging from 0.40% to 1.50%. The specific fee schedule depends on the Investment Advisor Representative you work with. Fees are assessed quarterly based on the market value of your account on the last day of the quarter. Some assets may be excluded from the fee calculation based on a written agreement. Clients using the Pontera Solutions Inc. platform will receive an invoice for fees due upon receipt.
Location
7261 Ohms Lane, Edina, MN, 55439
Get directionsHistory
Regulatory History (2)
Regulatory
October 2009Employment Separation After Allegations
August 2007Other Business Activities
Michelle is a Director and General Board Member for Camp Amnicon, a non-profit wilderness camp, since 2016. She meets with the board four times annually for about three hours each time and receives no compensation.
Employment History
Current Registrations
Cahill Financial Advisors, INC.
Previous Registrations
Feltl Advisors
Feltl & CompanyBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Ascend Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Miller Securities, IncorporatedBroker
Mcclees Investments, INC.Broker
Juran & Moody, INC.Broker
Miller & Schroeder Financial, INC.Broker
State Registrations2 states
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.