Peter Catalano
Peter Catalano is a ChFC-designated registered investment advisor at Catalano Financial, based in The Woodlands, TX, with 20 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee is negotiable based on the scope of work and possible commissions from insurance services.
Fee Estimator
Location
1095 Evergreen Circle, Suite 200, The Woodlands, TX, 77380
Get directionsHistory
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
Peter is a licensed insurance agent with Catalano Consulting and Insurance Services since 2012. This takes about half of Peter's time.
Employment History
Current Registrations
Catalano Financial
Previous Registrations
First Advisors National, LLC
Pcwm, LLC
LPL Financial Corporation
State Registrations1 state
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.