David Wray is a CFA-designated registered investment advisor at Catalyst Financial Partners, based in St. Augustine, FL, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 328 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
CFP offers investment management services where fees are paid monthly, based on the average daily balance of your portfolio. The exact fee is negotiable but cannot exceed 1.5% if you work directly with CFP. If you are referred to CFP through a financial representative, the fee cannot exceed 1.9%, which includes fees paid to the representative. The fee includes brokerage commissions and expenses related to financial planning. Clients may incur additional charges imposed by custodians and third-party investment managers.
Location
St. Augustine, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Catalyst Financial Partners
Previous Registrations
Klr Investment Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.