Thomas Catalano is a CFP-designated registered investment advisor at Hilton Head Wealth Advisors, LLC, based in Bluffton, SC, with 8 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $750K | 0.75% |
| $750K - $1.3M | 0.70% |
| $1.3M+ | 0.65% |
Annual fees are negotiable.
Fee Estimator
Location
Bluffton, 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 →Employment History
Current Registrations
Hilton Head Wealth Advisors, LLC
Previous Registrations
Nms Capital Asset Management, INC.
Nms Capital Advisors, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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