Garrett Ronning
Garrett Ronning is a registered investment advisor at Catalyst Wealth Management LLC, based in Santa Fe, TX, with 4 years of industry experience. Garrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,549 clients with $110M 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 | 2.04% |
Fees are up to 2.04% annually and are generally negotiable. Clients also pay third-party platform fees ranging from 0.00% to 0.50% plus $0-$75 per year.
Fee Estimator
Location
Santa Fe, TX
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Regulatory History (1)
Criminal
August 2018Other Business ActivitiesSells Insurance
Garrett is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which creates a potential conflict of interest due to commissions.
Employment History
Current Registrations
Catalyst Wealth Management LLC
Innovation Partners LLCBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Equitable Advisors, LLCBroker
State Registrations2 states
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
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