Castfirm Advisors provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Castfirm also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily recommend equity ETFs but may use other securities for diversification.
Assets Under Management$2.7M
Clients8
Advisors3
Avg. per Client$340K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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