Tanner Castle is a CFP-designated registered investment advisor at Bentoak Capital, based in Lubbock, TX, with 8 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 798 clients with $970M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.
Fee Estimator
Location
611 University Ave #220, Lubbock, TX, 79401
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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 ActivitiesSells Insurance
Tanner is a licensed Texas State Life, Accident, Health and HMO Agent since 2017, dedicating minimal time to life insurance products. He is also a registered representative with LPL Financial and an investment advisor representative with Garrett Wealth Advisory Group, spending nearly full-time providing investment advisory services.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
LPL Financial LLCBroker
Lee Financial Company, LLC
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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