Castle Rock Wealth Management offers investment advice and asset management to individuals, trusts, estates, charitable organizations, and businesses. Services include comprehensive portfolio management with financial planning, and standalone financial planning and consulting. They also offer retirement plan consulting to employer plan sponsors. Castle Rock utilizes third-party investment advisors to aid in the implementation of investment portfolios.
Fee Structure
Castle Rock Wealth Management offers Comprehensive Portfolio Management where the maximum annual fee is 1.65%. The fee is either billed monthly or quarterly in advance based on the value of your account. Fees are negotiable and debited from client accounts. If using a third-party manager, you'll pay their fees in addition to Castle Rock's fee.