Katapult Financial Planning (KFP) offers wealth management and financial planning services. KFP's Elevate program provides ongoing financial planning and investment management. The Launch program is for early wealth builders, offering ongoing guidance and support. The Accelerate program offers limited scope project-based or hourly financial planning. KFP recommends third-party professionals but doesn't receive compensation from them.
Assets Under Management$34M
Clients30
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$34M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The minimum annual fee for Clients in our Elevate program is $4,500. This minimum fee may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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