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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 419 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Day Solutions charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 2.50%, depending on the size and complexity of your investments and the services provided. The fee for managing digital assets is typically 1.00%. This fee is charged quarterly, in advance. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. Clients may have a portion of their assets allocated to cash, and the advisory fee will apply to those cash holdings.
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.