Arnold Castellano is a PFS-designated registered investment advisor at Castellano & Associates, based in Shreveport, LA, with 13 years of industry experience. Arnold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 301 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients may pay additional fees of up to 0.60% annually if ACA uses a sub-advisor. If ACA uses Orion Portfolio Solutions, you will pay 1% annually to ACA, plus additional fees to OPS for administration, account maintenance, and strategist fees. If ACA uses the Betterment platform, you will pay ACA's fee plus a 0.25% annual fee to Betterment.
Fee Estimator
Location
9343 Ellerbe Road, Bldg A, Shreveport, LA, 71106
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Castellano & Associates
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.