Michael Catalano
Michael Catalano is a registered investment advisor at Freedom Day Solutions, LLC, based in Greenville, SC, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 421 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fee varies between 50 and 250 basis points (0.50% to 2.50%) depending on portfolio size, composition, and services rendered. Digital assets are typically charged at 1.00%. Fees are negotiable.
Fee Estimator
Location
Greenville, SC
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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
Michael is licensed in Texas to sell term and permanent life insurance and fixed annuity contracts. He is also a limited partner in Kruecat Ventures, LP, and a shareholder in Kruecat Management Inc., the general partner of Kruecat Ventures, LP.
Employment History
Current Registrations
Freedom Day Solutions, LLC
Previous Registrations
Curbstone Group, LLC
Citigroup Global Markets INC.
State Registrations3 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.
Exams
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