Castle Wealth Management offers wealth management and financial planning services to high-net-worth families, individuals, businesses, trusts, and charitable entities. Services include investment advice, financial planning, multigenerational wealth transfers, retirement and estate planning, insurance reviews, asset protection planning, and education planning. Castle develops a financial plan and Investment Policy Statement (IPS) unique to each client, then generates a portfolio to reflect the agreed-upon asset allocation. Account supervision and monitoring are guided by the stated objectives in the IPS.
Assets Under Management$370M
Clients247
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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