John Dodd is a registered investment advisor at Catalyst Private Wealth, LLC, based in San Mateo, CA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 524 clients with $370M 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 | 2.00% |
Annual management fee ranges up to 2.00% and is charged quarterly in advance.
Fee Estimator
Location
3 East Third Ave.,, Office 323, San Mateo, CA, 94401
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 Activities
John is the founder of The Lonely Mushroom, a business that produces and sells wine through custom crush contracts. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Catalyst Private Wealth, LLC
Previous Registrations
Mutual Advisors, LLC
Clearpath Capital Partners LLC
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.
Exams
More Advisors
- Alana Mag, CFANorthside Capital Management LLC
- Abbott Keller, CFAKestrel Investment Management CORP
- Mira Ma, CFPMarim Wealth Planning
- Carolyn Masline, CFPCaregen Wealth Management
- Tom O'brien, CFP, ChFCVantage Wealth Management, LLC
- Vicky Hsia, CFPCharles Schwab & CO., INC.