Catalonia Wealth Management, LLC manages investment portfolios for individual clients, creating customized strategies based on each person's specific goals, time horizon, and comfort with risk. Catalonia Wealth Management uses fundamental and technical analysis to select investments and make portfolio decisions. As a value-added service, Catalonia Wealth Management also provides tax strategy and planning assistance at no additional cost. Catalonia Wealth Management does not require a minimum account size to open an account. Troy Burgett is the sole owner and operator of the firm, and also works as a financial analyst for a real estate management company.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is up to 1.5% of assets under management and is negotiable based on various factors including account size and composition.