Catalyst Wealth Management (CWML) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. CWML uses Turnkey Asset Management Programs (TAMPs) such as ORION Portfolio Solutions and American Funds. CWML does not have discretionary authority; clients approve each transaction. CWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities, although CWML primarily recommends mutual funds.
Fee Structure
Catalyst Wealth Management uses Turnkey Asset Management Programs (TAMPs) for portfolio management. The annual fee for investment management is up to 2.04% of your portfolio. In addition to CWML's fee, the TAMP charges a platform fee ranging from 0.00% to 0.5% plus $0 to $75 per year. The total fee is debited from your account, and CWML receives its portion. These fees are negotiable.