Marc Wulf is a registered investment advisor at Castle Wealth Group, based in Mooresville, NC, with 8 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment advisory fee is no more than 1.50% of assets under management, billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined for reduced rates.
Fee Estimator
Location
131 Plantation Ridge Dr., St. 110, Mooresville, NC, 28117
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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 →Employment History
Current Registrations
Castle Wealth Group
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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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