Tracy Middleton
Tracy Middleton is a registered investment advisor at Castle Asset Management, LLC, based in North Hampton, NH, with 7 years of industry experience. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 20 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Castle Asset Management charges between 0.75% and 1.0% of your portfolio per year for investment management services. This fee is deducted monthly from your account. The exact fee depends on your individual circumstances and is negotiable.
Location
64 Lafayette Rd, Suite 8, North Hampton, NH, 03862
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Castle Asset Management, LLC
State Registrations2 states
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