Catalyst Private Wealth provides investment management services on a discretionary and non-discretionary basis, utilizing various investment types based on client needs and goals. They also offer financial planning and consulting services, providing clients with a detailed look at their financial condition and offering recommendations. Catalyst may recommend clients engage the Firm for additional related services, its Supervised Persons in their individual capacities as registered representatives of a broker-dealer and/or other professionals to implement its recommendations.
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.