Catalyst Investment Management (CIM) offers investment advisory services to individuals, high net worth individuals, trusts, and estates. CIM provides customized investment management solutions through personal client contact and interaction, offering discretionary investment management and related advisory services. CIM also offers financial planning services, either as part of investment management or under a separate agreement, covering areas like investment planning, savings, insurance, and estate planning.
Fee Structure
Catalyst Investment Management's investment advisory fees are based on the value of your portfolio and are paid monthly, in advance. The annual fees range from 0.75% to 1.25%, depending on the complexity of services, the amount you invest, and your overall relationship with Catalyst Investment Management. Fees may be negotiable. Catalyst Investment Management includes securities transaction costs as part of its overall investment advisory fee through the CIM Wrap Fee Program.