Justin Castelli is a CFP-designated registered investment advisor at Santiago.life, based in Fishers, IN, with 19 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 130 clients with $89M 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 - $3.0M | 0.75% |
| $3M+ | 0.50% |
Standard customized portfolio management uses this tiered schedule. Certain legacy or bundled programs (such as AlignedLife+ and WealthFusion) charge a flat 0.35% AUM fee. Fees are negotiable.
Fee Estimator
Location
11650 Lantern Rd., Suite 236, Fishers, IN, 46038
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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 →Other Business Activities
Justin owns rental property, an online clothing store for financial advisors, and a consulting business for financial advisor marketing. He is also a co-owner of an online community for advisors.
Employment History
Current Registrations
Santiago.life
Previous Registrations
Commonwealth Financial Network
VALIC Financial Advisors, INC.
State Registrations1 state
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.
Exams
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