Cavalot Capital provides wealth management and investment management services, along with financial planning and tax preparation. Cavalot Capital offers Integrated Wealth Management, which combines investment management, financial planning, and tax preparation. They also offer project-based financial planning and investment management as standalone services. Cavalot Capital does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$64M
Clients129
Advisors2
Avg. per Client$500K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.60% |
| $750K - $1.5M | 0.50% |
| $1.5M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.10% |
| $15M+ | 0.05% |
Investment Management is offered as a standalone service and is generally subject to a $2,500 Annual Minimum Fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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