Catalyst Wealth Management LLC

CRD#329586
Investment Advisor Firm

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Learn more about Catalyst Wealth Management LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Catalyst Wealth Management LLC is located at 1880 S Dairy Ashford Road, Houston, TX. The firm employs 17 financial advisors to manage client portfolios and provide financial guidance. Catalyst Wealth Management LLC is not a registered broker-dealer.

    Catalyst Wealth Management LLC offers portfolio management for individuals and small businesses. The firm operates on an asset-based fee structure and maintains affiliations with an insurance company or agency.

    Catalyst Wealth Management LLC is registered in the states of Arizona, Arkansas, California, Florida, Georgia, Illinois, Kansas, Louisiana, Michigan, Missouri, Nevada, New York, Ohio, Oregon, Texas, and Washington.

    Number of Advisors

    17

    Disclosures

    No

    Office Location

    1880 S Dairy Ashford Road
    Houston, TX 77077

    Catalyst Wealth Management LLC by the Numbers

    Total Number of Employees

    17

    National Average: 64
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    Fee Structure

    A financial advisor's fees largely are based on the financial services offered. Fees charged by Catalyst Wealth Management LLC typically consist of the following fee structure: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Catalyst Wealth Management LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Catalyst Wealth Management LLC

    Theodore Haggerty
    Houston, TX
    Marlon Hardeman
    Houston, TX
    Justin Joyce
    Houston, TX
    Korosh Ataei
    Houston, TX
    Rayce Nunley
    Houston, TX
    Zachery Roth
    Houston, TX
    Quan Nguyen
    Houston, TX
    Cameron Elafros
    Houston, TX
    Michael Nguyen
    Houston, TX

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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