Catalyst Financial Partners (CFP) provides investment and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, charities, and trusts. CFP offers both discretionary and non-discretionary investment advisory services, typically on a bundled-fee basis. CFP works with clients to establish investment objectives and goals, and to determine an appropriate investment strategy. CFP may recommend other professionals for certain non-investment implementation purposes.
Fee Structure
CFP offers investment management services where fees are paid monthly, based on the average daily balance of your portfolio. The exact fee is negotiable but cannot exceed 1.5% if you work directly with CFP. If you are referred to CFP through a financial representative, the fee cannot exceed 1.9%, which includes fees paid to the representative. The fee includes brokerage commissions and expenses related to financial planning. Clients may incur additional charges imposed by custodians and third-party investment managers.