Stephen Haberstroh is a registered investment advisor at Castlekeep Investment Advisors, based in Westport, CT, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 151 clients with $830M 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.38% |
| $100M+ | 0.20% |
Fees for any client who signed investment management or investment advisory agreements with CastleKeep Investment Advisors LLC on or before December 31, 2020 are calculated on a single rate for the entire value of assets under management attributable to such client. Fees for any client who signed an investment management or investment advisory agreement with CastleKeep Investment Advisors LLC on or after January 1, 2021 are calculated on a tiered rate based on the value of assets under management attributable to such client.
Fee Estimator
Location
257 Riverside Avenue, 2nd Floor, Westport, CT, 06880-4822
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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
Castlekeep Investment Advisors
State Registrations3 states
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