Catey, Inc. is a registered investment advisor providing investment management services. Catey requires clients to authorize discretionary authority. Catey provides advice on equities, exchange traded funds, U.S. treasuries, certificates of deposit, bonds, and municipal securities. Catey tailors its advisory services to the needs of clients based on their individual investment objectives, risk tolerance, and cash or income needs.
Assets Under Management$8M
Clients8
Advisors2
Avg. per Client$1M
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.80% |
| $250K+ | 2.40% |
Catey, Inc. offers three other fee schedules to clients that meet the SEC’s definition of a “qualified client” that involve a quarterly management fee plus an incentive bonus based on net quarter-end gains.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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