Assets Under Management
$371.9M
Number of Clients
247
Number of Advisors
5
Average Client AUM
$1.5M
AUM per Advisor
$74.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Castle Wealth Management offers customized wealth management and financial planning services. They develop financial plans and investment policy statements tailored to individual client needs. Portfolios may include equities, bonds, mutual funds, ETFs, and alternative investments. They monitor third-party separate account managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances.
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426