Catalonia Wealth Management offers investment management services to individuals. They determine investment goals, time horizons, and risk tolerance to create tailored investment strategies. As a value-added service, Catalonia WM may provide financial planning or consulting assistance, typically with taxes and tax strategy. Clients can impose restrictions on investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.