John Catalfamo is a registered investment advisor at Primoris Wealth Advisors, LLC, based in North Palm Beach, FL, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 417 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable.
Fee Estimator
Location
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
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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
John is a managing partner at Catalfamo, Eaton & Delisi, LLC, providing income tax and accounting services, dedicating nearly full-time hours during the season and about a quarter of his time off-season. He also serves as president of Vitis Vinifera Holdings Inc. and Luna Sea Consultants, Inc., and is a managing member of 9250 LLC, a commercial real estate company, spending minimal time on these activities.
Employment History
Current Registrations
Primoris Wealth Advisors, LLC
State Registrations2 states
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