Rexford Cattanach
Rexford Cattanach is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Lake Elmo, MN, with 9 years of industry experience. Rexford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
Lake Elmo, MN
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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 ActivitiesSells Insurance
Rexford is the President of Keats Group, LLC, offering wealth management, financial planning, and insurance sales. He is also a member of the Stillwater Rotary Club and an insurance agent, offering insurance products and services, including annuities, taking a few hours per week.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Sequent Planning, LLC
Gradient Advisors, LLC
State Registrations1 state
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.