CE
CE

Cameron Elafros

9 Years of Experience
BrokerSells Insurance

Cameron Elafros is a registered investment advisor at Catalyst Wealth Management LLC, based in Houston, TX, with 9 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9,549 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
9,549 clients
Average Client Portfolio
$11K average
Assets Under Management
$105.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Catalyst Wealth Management uses Turnkey Asset Management Programs (TAMPs) for portfolio management. The annual fee for investment management is up to 2.04% of your portfolio. In addition to CWML's fee, the TAMP charges a platform fee ranging from 0.00% to 0.5% plus $0 to $75 per year. The total fee is debited from your account, and CWML receives its portion. These fees are negotiable.

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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Cameron is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which creates a conflict of interest due to commissions.

Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 2 yrs
Innovation Partners LLCBroker
April 2024 - Present · 2 yrs
Previous Registrations
Gwn Securities INC.
June 2022 - April 2024 · 1 yr 10 mos
Gwn Securities INC.Broker
June 2022 - April 2024 · 1 yr 10 mos
Equitable Advisors, LLC
June 2017 - June 2022 · 5 yrs
Equitable Advisors, LLCBroker
February 2017 - June 2022 · 5 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.