Assets Under Management
$121.2M
Number of Clients
44
Number of Advisors
3
Average Client AUM
$2.8M
AUM per Advisor
$40.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Castle Island Wealth offers discretionary and non-discretionary portfolio management services tailored to client needs. They also provide financial planning and consulting services, ranging from broad-based planning to specific financial topics. Pension consulting services are offered to employee benefit plans. They may recommend third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408