Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are paid in arrears and are negotiable. The total annual fee consists of CWML's Portfolio Management Fee (up to 2.04%) and the TAMP's Platform Fee (0.00% - 0.5% + $0 - $75/year). Clients are responsible for third-party fees. There is no account minimum.
Areas of Practice
Advisor Information
Office location
1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Riley is a registered representative and a licensed insurance agent. This creates a conflict of interest, but Catalyst Wealth Management LLC requires its supervised persons to act in the best interest of the client at all times.