Catawba River Capital offers wealth management services, managing investments in various assets. They also provide financial planning services covering tax, cash flow, estate, retirement, education, and insurance planning. Additionally, Catawba River Capital offers private investment consulting, researching and recommending direct private investment vehicles to clients. Clients are not required to use Catawba River Capital for any service.
Assets Under Management$330M
Clients275
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Catawba River Capital has various fee structures for legacy clients. Clients utilizing Wealth Management Services with less than $500,000 of assets under management will be charged a minimum $5,000 annual fee, of which $1,250 will be charged quarterly in advance and may be waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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