Benjamin Davison is a registered investment advisor at Castellan, based in Louisville, KY, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $500M 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 | Included |
| $1.0M - $4.0M | Included |
| $4.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
For clients with $10MM+, they offer a choice between a performance-based fee schedule and a tiered fee schedule. CASTELLAN also offers cash management solutions through government securities at .15%. Fees are negotiable subject to additional services for clients and the discretion of management.
Fee Estimator
Location
2011 Lake Point Way, Suite 001, Louisville, KY, 40223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Castellan
State Registrations1 state
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