Catum Advisory Group offers investment advice tailored to clients' needs and objectives. They provide portfolio management services on a discretionary or non-discretionary basis, and may use sub-advisers or third-party advisors. Catum also offers financial planning and advisory consulting services, ranging from broad-based financial planning to single-subject planning. They primarily advise on mutual funds and exchange-traded funds.
Assets Under Management$110M
Clients92
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $6.0M | 1.70% |
| $6.0M - $10.0M | 1.40% |
| $10M+ | 1.20% |
Fees may be applied on a blended or straight-line basis. Option strategy fee is charged in arrears at 1.0 % on the notional value of the strategy. Third-Party Advisor Fees are separate from Catum's management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...