Carson Castellano is a CFA-designated registered investment advisor at Castellano & Associates, based in Fort Worth, TX. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 301 clients with $130M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients may pay additional fees of up to 0.60% annually if ACA uses a sub-advisor. If ACA uses Orion Portfolio Solutions, you will pay 1% annually to ACA, plus additional fees to OPS for administration, account maintenance, and strategist fees. If ACA uses the Betterment platform, you will pay ACA's fee plus a 0.25% annual fee to Betterment.
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Castellano & Associates
State Registrations1 state
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