Catalyst Private Wealth, LLC
Assets Under Management
$330.6M
Number of Clients
487
Number of Advisors
5
Average Client AUM
$679K
AUM per Advisor
$66.1M
Compensation
Fee-Only (AUM)
About This Firm
Catalyst Private Wealth, LLC provides discretionary and non-discretionary investment management and investment advisory services. They offer continuous investment supervisory services, utilizing various investment types based on client needs and goals. Financial planning and consulting services are also available, covering investment, retirement, estate, tax, and other areas.
Fee Structure
The firm offers services on a fee basis, including fixed fees and fees based on assets under management or advisement. The annual management fee for investment management services ranges up to 2.00% annually, assessed quarterly in advance. Fees can be structured as a fixed flat percentage, a tiered fee schedule, or a linear fee schedule. Financial consultation services are offered for a fixed fee based on the estimated time to complete the project or another negotiated fee arrangement. There is no specific account minimum.
Areas of Practice
Location
3 East Third Ave., Office 323, San Mateo, CA, 94401