Overview

Total Firm Assets
$130 million
Average High-Net-Worth Client Portfolio Size
$3.4 million

Fee Disclosure

Source: CATALYST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-05-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.25%

Stated Minimum Annual Fee: $250

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $62,500 1.25%
$10 million $125,000 1.25%
$50 million $625,000 1.25%
$100 million $1,250,000 1.25%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
92.92%
Number of High-Net-Worth Clients
35
Total Client Accounts
214
Discretionary Accounts
214

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
298122
  • CATALYST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-05-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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