Brendan Connaughton is a registered investment advisor at Catalyst Private Wealth, LLC, based in San Mateo, CA, with 18 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 487 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Catalyst Private Wealth's annual investment management fee can range up to 2.00% of the value of your portfolio. The fee is calculated and charged quarterly in advance, based on the value of your portfolio at the end of the previous quarter. The fee can be structured as a fixed percentage, a tiered schedule with different rates for different asset levels, or a linear schedule with a breakpoint percentage.
Location
3 East Third Ave.,, Office 323, San Mateo, CA, 94401
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Regulatory History
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 Activities
Brendan is an investor in URLife Media, an application site for trailer creation services. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Catalyst Private Wealth, LLC
Previous Registrations
Mutual Advisors, LLC
Clearpath Capital Partners LLC
Edward Jones
Blackrock Investment Management, LLC
Deutsche Bank Securities INC.
Banc of America Investment Services, INC.
Wells Fargo Investments, LLC
State Registrations2 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.