Anne Castro is a registered investment advisor at G.B. Allen Associates, INC., based in Montvale, NJ, with 13 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 35 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1% annually, prorated and paid quarterly in arrears. Fees may be negotiated based on account size and other factors.
Fee Estimator
Location
85 Chestnut Ridge Road, Ste 215, Montvale, NJ, 07645
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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
Anne is an officer of the accounting firm GB Allen Castro & Assoc.
Employment History
Current Registrations
G.B. Allen Associates, 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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