Eugene Covino is a CFP-designated registered investment advisor at Catalyst Financial Partners, based in Boston, MA, with 4 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 328 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFP offers investment management services where fees are paid monthly, based on the average daily balance of your portfolio. The exact fee is negotiable but cannot exceed 1.5% if you work directly with CFP. If you are referred to CFP through a financial representative, the fee cannot exceed 1.9%, which includes fees paid to the representative. The fee includes brokerage commissions and expenses related to financial planning. Clients may incur additional charges imposed by custodians and third-party investment managers.
Location
One Marina Park Drive, 16th Floor, Boston, MA, 02210
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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.
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Eugene is the owner and manager of an income property through Clark and Cleveland LLC since 2020. He spends minimal time collecting rent, paying bills, and managing tenants.
Employment History
Current Registrations
Catalyst Financial Partners
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.