Catalyst Wealth Management

Catalyst Wealth Management is an SEC-registered investment advisory firm established in 2009 in Georgia. The firm offers investment advisory services to individuals, high-net-worth individuals, and charitable organizations. They consider various factors when providing investment advice, including financial situation, risk tolerance, and investment objectives. Catalyst Wealth Management offers both affiliated advisory services and access to unaffiliated third-party portfolio managers through sub-adviser agreements and wrap programs. The firm's investment strategies involve quantitative multi-factor analysis and fundamental assessment. Clients have the option to participate in discretionary or non-discretionary accounts, with a minimum account value requirement of $50,000. The fee structure includes an annual account fee based on the account size, with financial planning services available for an additional fee. The firm does not charge performance-based fees and does not provide accounting or legal advice. Clients have access to online account information and quarterly statements. Catalyst Wealth Management does not vote on client securities or provide advice on legal proceedings related to client investments. The firm has no financial conditions impairing its ability to meet commitments and has not been subject to bankruptcy in the last 10 years.