John Haynes is a registered investment advisor at Catlin Financial, LLC, based in Beaver, PA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.95% |
Fees can be subject to negotiation. A minimum fee lower than shown in the fee structure may be charged given the level of customization and complexity of the portfolio and Catlin’s desire to obtain the business. The minimum will be 0.50% and will not exceed the industry standard maximum of 3%.
Fee Estimator
Location
798 Turnpike St, Beaver, PA, 15009
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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 Activities
John is the Director of Operations at T&R Properties, a property management company, overseeing the day-to-day functions of renting apartment units. This takes nearly full-time hours.
Employment History
Current Registrations
Catlin Financial, LLC
Previous Registrations
Icapital Advisors
Bpu Investment Management, INC.
Mendelsohn Financial, L.L.C.
State Registrations1 state
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