Aralys Castillo is a registered investment advisor at Peace of Mind Wealth Management, based in Raleigh, NC. Aralys operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 242 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
POM charges a percentage of your portfolio each year, not to exceed 2.00%. Clients with less than $800,000 pay a fixed fee of $12,000 per year until they meet the minimum. Fees are billed monthly based on the average daily balance. POM may aggregate household accounts to determine the advisory fee. The fee charged to the client will not increase due to the annual fee POM pays to AEWM, the fee is paid from the portion of the management fee retained by POM.
Location
4101 Lake Boone Trail, Suite 111, Raleigh, NC, 27607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Peace of Mind Wealth Management
State Registrations1 state
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