Catalyst Wealth Management LLC
Assets Under Management
$47.7M
Number of Clients
6,373
Number of Advisors
14
Average Client AUM
$7K
AUM per Advisor
$3.4M
Compensation
Fee-Only (AUM)
About This Firm
Catalyst Wealth Management LLC (CWML) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. CWML uses Turnkey Asset Management Programs (TAMPs) exclusively. CWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non -U.S. securities.
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
Location
1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077