Castle Financial & Retirement Planning Associates INC
Castle Financial offers financial planning and investment management services. Financial planning covers retirement, estate, college expense, and business planning. Investment management involves creating portfolios based on client goals and risk tolerance, using mutual funds, ETFs, individual stocks, and bonds. Castle Financial's advisor has limited authority to manage client portfolios. The firm also advises on variable annuity products and employer-sponsored retirement plans.
Fee Structure
Castle Financial charges an annual investment management fee based on a percentage of the value of your investments. This fee typically ranges from 0.40% to 1.50%, depending on factors like the amount you invest and the complexity of your situation. The fee covers investment management and general financial planning services. You'll pay this fee quarterly, based on the average daily balance of your account. There is a minimum investment of $250,000 for investment management services, but this may be waived.