Katalgar Capital Management provides investment management services to individuals. They analyze companies' financial health to make investment decisions, primarily using stocks, bonds, mutual funds, and exchange traded funds. Portfolios are tailored to each client's specific needs, considering their goals, risk tolerance, and income requirements. Katalgar uses Charles Schwab Institutional as its platform.
Assets Under Management$42M
Clients4
Advisors1
Avg. per Client$10M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Katalgar Capital Management charges an annual fee based on the value of your portfolio, billed quarterly. The fee is negotiable between 1.00% and 2.00%, with potentially higher fees for clients with unique needs.
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