Mitchell Sands is a registered investment advisor at Catalyst Private Wealth, LLC, based in Walnut Creek, CA, with 11 years of industry experience. Mitchell 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
1255 Treat Blvd.,, Office 372, Walnut Creek, CA, 94597
Get directionsHistory
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
Mitchell is an angel investor in U Stadium, a sports tech startup, dedicating minimal time. He is also a registered representative with Emerson Equity LLC and a partner/founder of Catalyst Private Wealth, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Catalyst Private Wealth, LLC
Emerson Equity LLCBroker
Previous Registrations
Emerson Equity LLC
Mutual Advisors, LLC
Clearpath Capital Partners LLC
State Registrations17 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.