Catapult Investment Management

Assets Under Management

$3.9M

Number of Clients

10

Number of Advisors

1

Average Client AUM

$391K

AUM per Advisor

$3.9M

Compensation

Fee-Only (AUM)

About This Firm

Catapult Investment Management, founded in 2008, offers active and passive investment management services. Actively managed accounts use the proprietary Catapult Strategy. Client portfolios are invested in stocks, stock index funds, mutual funds, ETFs, and short-term instruments. The firm manages more than $3.9 million in assets.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1.0M - $5.0M0.50%
$5M+0.50%

Fee structure may be customized for investments above $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

MO, United States

1 Advisors at this firm