Fat Cat Financial offers discretionary investment management and personalized financial planning services for individuals and high-net-worth clients. Fat Cat Financial builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon. In addition to portfolio management, Fat Cat Financial provides comprehensive financial planning covering retirement, cash flow, tax strategies, estate planning, and risk management. Clients can also receive consulting on specific financial topics without purchasing a complete plan. Fat Cat Financial operates as a registered investment advisor led by its founder and Certified Financial Planner, Kevin E. Belskie, and custodies client assets through firms like Charles Schwab and Altruist.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Fat Cat Financial reserves the right to waive financial planning fees if the plan is implemented through Fat Cat Financial.