Samuel Catanese is a registered investment advisor at Wealth Advisors Network, INC., based in Johnstown, PA, with 8 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 494 clients with $300M 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 $500K | 1.45% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.70% |
| $7.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
307 State St, Johnstown, PA, 15905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Samuel is involved with several organizations and trusts, including the Murtha Foundation, Camp Catanese Foundation, and various family trusts, primarily as a treasurer, board member, or trustee. He also owns two rental units and is a partner in real estate rented by a CPA firm.
Employment History
Current Registrations
Wealth Advisors Network, INC.
Previous Registrations
Sfc Asset Management INC
State Registrations1 state
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