Katapult Financial Planning offers comprehensive wealth management, ongoing financial planning, and project-based financial planning for individuals and high-net-worth individuals. The firm provides guidance through three main programs: the Elevate program for wealth management and ongoing financial planning, the Launch program for ongoing comprehensive financial planning, and the Accelerate program for limited-scope or project-based planning. Katapult Financial Planning uses fundamental analysis, Modern Portfolio Theory, and asset allocation strategies, while also accommodating socially responsible investing preferences. The firm operates as a registered investment advisor with a fiduciary duty to act in clients' best interests.
Fee Structure
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% |
Fees are negotiable. Subject to a minimum annual fee of $4,500.
