Troy Burgett is a registered investment advisor at Catalonia Wealth Management LLC, based in Roeland Park, KS, with 3 years of industry experience. Troy 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
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Location
Roeland Park, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy works as a financial analyst for Realko Asset Management, LLC, a real estate management company, since April 2022. This takes nearly full-time, with 100 hours during securities trading.
Employment History
Current Registrations
Catalonia Wealth Management LLC
State Registrations1 state
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