Kelly Catania is a CFP-designated registered investment advisor at Trinity Wealth Management, LLC, based in Berwyn, PA, with 7 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 240 clients with $400M 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 $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
1000 Westlake Dr., Suite 275, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trinity Wealth Management, LLC
State Registrations1 state
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