Catalyst Financial NW Corporation offers personalized investment advice tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services. For clients who retain them for portfolio management services, they provide financial planning and consulting services that are incidental to, and in support of, their portfolio management services. They also offer pension consulting services to employee benefit plans and their fiduciaries.
Assets Under Management$230M
Clients1,068
Advisors2
Avg. per Client$220K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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