Catalyst Wealth Management provides ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for every client and assists with asset allocation, asset selection, and regular portfolio monitoring. Catalyst Wealth Management primarily uses third-party Turnkey Asset Management Programs, such as Orion Portfolio Solutions, to handle portfolio management and trading, while maintaining a non-discretionary role where trades require client permission. The firm also offers 401(k) plan creation and management services to employers. Catalyst Wealth Management limits its investment advice mainly to mutual funds, exchange-traded funds, fixed income securities, real estate funds, and equities. In addition to investment advisory services, representatives of Catalyst Wealth Management may act as registered representatives or insurance agents through an affiliated entity, offering commissionable insurance and investment products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.04% |
Fees are up to 2.04% annually and are generally negotiable. Clients also pay third-party platform fees ranging from 0.00% to 0.50% plus $0-$75 per year.