Lori Fernicola is a CFP-designated registered investment advisor at Castle Wealth Management, based in Boynton Beach, FL, with 10 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 247 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Castle Wealth Management
Previous Registrations
Banyan Global Investment Advisors, LLC
Banyan Global Investment Advisors, LLC
State Registrations1 state
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