Catalano Financial provides investment management and financial planning services. The firm uses a "Values Based Financial Planning" approach to help clients align their goals and money with their core values. Catalano Financial offers discretionary asset management, wealth management, and financial planning & consulting services. They also coordinate with other professionals like lawyers and accountants to provide comprehensive advice.
Assets Under Management$4.3M
Clients18
Advisors1
Avg. per Client$240K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee is negotiable based on the scope of work and possible commissions from insurance services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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