Catlin Financial manages investment portfolios and provides financial and economic research. Catlin uses statistical forecasting methods and fundamental financial analysis to determine if an asset is over- or under-valued. Catlin offers services to individuals, independent financial advisors, asset managers, pension plans, consultants, family offices, and high-net worth individuals.
Assets Under Management$11M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.95% |
Fees can be subject to negotiation. A minimum fee lower than shown in the fee structure may be charged given the level of customization and complexity of the portfolio and Catlin’s desire to obtain the business. The minimum will be 0.50% and will not exceed the industry standard maximum of 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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