Catoctin Ridge Wealth Partners offers tailored investment advisory services, including financial planning, financial advice, and retirement plan services. Catoctin's advisors work with clients to understand their financial situation and goals, then provide recommendations. Clients are responsible for implementing the financial planning recommendations. Some advisors are also insurance agents, offering products outside of Catoctin's supervision.
Fee Structure
For investment management services, you'll be charged an annual fee based on a percentage of the total value of your investments. The exact rate can be negotiated with the custodian of your assets. You'll also pay fees for operational services like custodial fees and account maintenance fees. Catoctin receives revenue by marking up the cost of these services, which incentivizes them to place accounts with that custodian.