Ian Castille is a CFP-designated registered investment advisor at Capital Advantage, INC., based in Walnut Creek, CA, with 17 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 683 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
All fees are subject to negotiation. Capital Advantage, in its discretion, may charge a lesser investment advisory fee, waive or modify its portfolio minimum or its minimum annual fee, charge a flat fee, waive its fee entirely, or charge its fee on a different interval, based upon certain criteria.
Fee Estimator
Location
1855 Olympic Blvd., Ste 300, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ian is a notary public in California, dedicating minimal time to this activity.
Employment History
Current Registrations
Capital Advantage, INC.
Previous Registrations
LPL Financial LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Banc of America Investment Services, INC.
Wells Fargo Investments, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.