Catalyst Financial Partners offers investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, trusts, and institutional clients. The firm operates as a registered investment advisor and provides services primarily on a wrap fee basis, which bundles investment advisory services, trade execution, and custody into a single fee. Catalyst Financial Partners constructs diversified portfolios ranging from conservative to aggressive growth strategies, utilizing equities, fixed income instruments, alternative investments, exchange-traded funds, mutual funds, and separately managed accounts. Clients can establish discretionary or non-discretionary accounts, and the firm can incorporate financial planning services upon request.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable up to a maximum of 1.9% annually, billed monthly in arrears based on average daily balance.