Thomas Mcenaney is a CFP-designated registered investment advisor at Catalyst Investment Management LLC, based in Pownal, ME, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 60 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Catalyst Investment Management's investment advisory fees are based on the value of your portfolio and are paid monthly, in advance. The annual fees range from 0.75% to 1.25%, depending on the complexity of services, the amount you invest, and your overall relationship with Catalyst Investment Management. Fees may be negotiable. Catalyst Investment Management includes securities transaction costs as part of its overall investment advisory fee through the CIM Wrap Fee Program.
Location
323 Hodsdon Road, Pownal, ME, 04660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Catalyst Investment Management LLC
Previous Registrations
Maine Financial Advisors, INC.
Strategic Advisers, INC.
Charles Schwab & CO., INC.
State Registrations2 states
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.