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  • About
    • Who We Help
    • Our Team
    • FAQ
  • What We Do
    • Integrated Wealth Mgmt
    • - Investment Management
    • - Holistic Planning
    • - Tax Services
  • Insights
  • Events
  • Client Portal
    • Orion
    • TaxDome
  • Contact Us
    • Office Locations
    • Work With Us

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The financial system is full of pitfalls that can siphon off money that could otherwise be allocated towards your goals.

You need a financial quarterback, on retainer

Like the old adage goes, too many chefs spoil the stew. By doing everything in house, we minimize duplication and maximize resource utilization. Nothing slipping through the cracks, paying multiple advisors or mixing strategies

Your True One-Stop Shop:

Investment Management

Holistic Financial Planning

Holistic Financial Planning

Tax-efficient, professional management of your investments

Learn more

Holistic Financial Planning

Holistic Financial Planning

Holistic Financial Planning

Allocating resources toward life goals & making optimal decisions

Learn more

Tax Planning + Filing

Holistic Financial Planning

Tax Planning + Filing

Proactive tax strategies from implementation to reporting

Learn more

What We Do

We provide a comprehensive framework to identify and prioritize what you are hoping to achieve in life, then craft a plan to efficiently allocate your resources to make it a reality. Throughout the year we check-in on various areas, with particular emphasis on tax efficiency

Sample Annual Service Calendar

So What Does it Cost?

MINIMUM Annual Fee

Based on the complexity of your situation, your minimum annual fee is outlined prior to working together.  Because your situation will evolve, the fee is reviewed and adjusted annually in December.

Your first year is prorated based on when we begin working together.


In order to provide the highest level of service, there is a minimum annual fee of $10,000 to retain the services of Cavalot Capital.

How Is "Complexity" determined?

Complexity is based on how complicated your financial life is. For example, a couple that owns a business and has equity compensation has different needs than a single employee on salary.

Find out more

How Do I Pay Fees?

AUM fees*

Combination of both

ACH or Credit Card

Debited monthly from your investment accounts we manage (see table below)

ACH or Credit Card

Combination of both

ACH or Credit Card

Monthly or quarterly debit from your bank or charged to your credit card

Combination of both

Combination of both

Combination of both

A portion of the fee is debited from investment accounts & the remainder via ACH or Credit Card

Assets Under Management Fees

*Applies to Investable Assets Managed by Cavalot Capital: 

Cash, Bank Accounts, Other Liquid Assets, Taxable Brokerage Accounts (Individual, Joint, Trust, Custodial) IRA Accounts (Roth, Traditional, SEP, SIMPLE), Solo 401k, Qualfied Plans from former employers that are eligible for rollover (but not at current employer). For other account types please inquire.

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. 

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