Catton Capital Partners offers asset management and comprehensive portfolio management services, including financial planning. The firm creates tailored portfolios using stocks, bonds, ETFs, and other investments. Catton Capital Partners also provides retirement plan consulting to employer plan sponsors. The firm utilizes sub-advisory services of third-party investment advisors to aid in the implementation of an investment portfolio designed by Catton Capital Partners.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Maximum annual fee charged for Asset Management and Comprehensive Portfolio Management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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