Caitlin John, LLC offers investment management, financial planning, consulting, and qualified retirement plan services. The firm's representatives work with clients to establish goals, objectives, and risk tolerance, then recommend investment products and strategies. Clients can choose from wrap or non-wrap fee structures. The firm may use third-party investment advisors. Clients are not obligated to act on the firm's recommendations.
Fee Structure
Caitlin John offers investment management under either a wrap fee program (CJWFP) or a non-wrap fee arrangement. The wrap fee cannot exceed 2.48%, and the non-wrap fee cannot exceed 3.0%. Fees are negotiable and may be structured as tiered, tapered, or fixed. The fees cover advisory services, investment management oversight, administrative and custodial services, and may include the use of a third-party investment advisor.