BB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
6,373 clients
Average Client Portfolio
$7K average
Assets Under Management
$47.7M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
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
Investment ManagementHigh Net Worth
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Advisor Information
Office location
1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077
Get directionsRegulatory History
Clean regulatory record
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
Brandon is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which involve potential conflicts of interest due to commissions.
Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 1 yr 9 mos
Innovation Partners LLC Broker
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Gwn Securities INC.
May 2023 - April 2024 · 11 mos
Gwn Securities INC. Broker
March 2023 - April 2024 · 1 yr 1 mo
State Registrations3 states
CAINTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.