Catalyst Financial Partners
Assets Under Management
$1.0B
Number of Clients
328
Number of Advisors
8
Average Client AUM
$3.1M
AUM per Advisor
$127.7M
Compensation
Fee-Only (AUM)
About This Firm
CFP provides investment supervisory/wealth management services to high-net-worth individuals, family offices, businesses, pension plans, charitable institutions, and trusts. Services are offered on a wrap fee basis. Strategies range from income-focused to aggressive growth, utilizing equities, fixed income, and alternative investments. CFP also provides financial planning and consulting services.
Fee Structure
Fees are paid monthly, in arrears, based on the average daily balance of assets under management. Fees are negotiable but cannot exceed 1.5% for direct relationships with CFP. For clients referred through a Promoter agreement, fees cannot exceed 1.9%, inclusive of CFP's fees and the Promoter's fee. The fee includes brokerage commissions, most transaction fees, and expenses related to financial planning. Clients may incur additional charges imposed by custodians and third-party investment managers.
Areas of Practice
Location
One Marina Park Drive, 16th Floor, Boston, MA, 02210