Catalyze, LLC provides investment management and financial planning services. For investment management, Catalyze creates tailored portfolios based on your goals and risk tolerance, potentially using independent money managers. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Catalyze also offers tax preparation, bookkeeping, and payroll services.
Assets Under Management$39M
Clients38
Advisors2
Avg. per Client$1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The AUM fee of 0.5% is charged when Portfolio Management Services are available with Financial Planning Services. For standalone investment management services, without financial planning, the Firm generally charges 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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