Advisor at Cow Capital Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cow Capital Inc
Location
Sacramento, CA 95811-5226
Credentials
Series 65
Industry experience
3 years
Kautilya Palaypu is a financial advisor at Cow Capital Inc with a Series 65 designation and two years of industry experience. He has held roles at Masala Capital Inc and serves as a director and independent consultant for several private companies, including a gold bullion distribution firm. Cow Capital provides portfolio management, wealth management, financial planning, and self-directed retirement plan services to individuals, high-net-worth clients, and business entities. The firm uses a range of analytical methods and offers advice on both traditional securities and alternative assets, including tokenized and non-conventional investments.
Based on Cow Capital Inc
Based on Cow Capital Inc
$500 fixed fee for financial planning services (negotiable)
$1 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.20% $750,001 - $1,000,000: 1.10% $1,000,001+: 1.00%
$100 to $350 per hour for financial planning services (negotiable)
Portfolio management performance fee: 2.00% annual fee plus 25.00% performance fee on capital appreciation with high water mark
Minimum fee: $100.00 for Self-Directed Retirement Plan Services (SDRP) for accounts $1 - $5,000 Fee-only: Financial Planning fixed fees $500.00; hourly fees $100 to $350 per hour (negotiable)
1401 21 St St, Ste R
Sacramento, CA 95811-5226
California
Masala Capital Inc
2022 - Present (4 years)
Interups Inc
2019 - Present (7 years)
Self-Employed
2017 - Present (9 years)
Fraser Suites Dubai
2017 - 2017 (1 year)
The Oberoi Dubai
2016 - 2016 (1 year)
Student
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Series 63, Series 65
Sacramento, CA
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