How does the advisor help clients – Key Takeaways:
Catalyst Financial Advisors LLC is dedicated to providing financial expertise and guidance to their clients. They offer a wide range of financial services and cater to various client types. Here are a few key takeaways about how they help their clients:
- Expertise: With a team of highly trained and experienced financial advisors, Catalyst Financial Advisors LLC provides clients with expert guidance and knowledge in all areas of finance.
- Goal-Oriented: The advisors at Catalyst Financial Advisors LLC work with clients to identify their financial goals and create a personalized plan to help them achieve those goals.
- Diversified Portfolio: The advisors at Catalyst Financial Advisors LLC believe in building a diversified portfolio to manage risk and maximize returns for their clients.
Facts and Insights
Catalyst Financial Advisors LLC was founded in 2005 and is headquartered in New York City. They are a registered investment advisory firm and also provide financial planning services. Here are some facts and insights about the firm:
- Assets Under Management: $500 million
- Number of Advisors: 15
- Time in Business: 15 years
Their assets under management have steadily grown over the years, demonstrating their success and expertise in managing their clients’ finances. They have a team of 15 advisors, each with their own unique skill sets and specializations.
Financial Services Offered
Catalyst Financial Advisors LLC offers a comprehensive range of financial services to meet their clients’ diverse needs. Some of the services they offer include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types
Catalyst Financial Advisors LLC caters to a wide range of clients, including individuals, families, and businesses. Their clients come from various industries and backgrounds, and their advisors have the expertise to understand and meet the unique financial needs of each client.
Fees & Compensation
Catalyst Financial Advisors LLC operates on a fee-only basis, meaning they do not earn commissions or fees from recommending certain investments. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of assets under management, and they also offer consultation and financial planning services for an additional fee.
Background
Catalyst Financial Advisors LLC was founded by a group of experienced financial professionals who wanted to provide their clients with personalized and unbiased financial advice. They are committed to their clients’ success and aim to build long-lasting relationships based on trust, transparency, and excellence.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Catalyst Financial Advisors LLC is required to disclose any potential conflicts of interest or disciplinary action taken against them. This information is available on their Form ADV, which can be accessed through the Securities and Exchange Commission’s website.
DISCLOSURE: Catalyst Financial Advisors LLC does not have any disclosures or disciplinary action to report at this time.