Castlepoint Wealth Advisors provides wealth management services including financial planning advice on investments, retirement, estate, and tax planning, college savings, and insurance, along with investment management. Castlepoint also offers 401(k) plan services to employer plan sponsors, advising on investment options, plan structure, and participant education. Castlepoint coordinates with clients' other professional advisors to meet their unique goals.
Assets Under Management$610M
Clients259
Advisors8
Avg. per Client$2.3M
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. There may be legacy clients under a different fee schedule. Castlepoint generally requires a minimum annual fee of $15,000 for investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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