Assets Under Management
$827.7M
Number of Clients
151
Number of Advisors
2
Average Client AUM
$5.5M
AUM per Advisor
$413.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
CastleKeep Investment Advisors LLC offers tailored investment advice. They focus on understanding client values and objectives to provide personal advice across financial needs. They are compensated solely by client fees and do not receive commissions. Client assets are held by qualified custodians.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.39% |
| $100M+ | 0.29% |
Fees for any client who signed investment management or investment advisory agreements with CastleKeep Investment Advisors LLC on or before December 31, 2020 are calculated on a single rate for the entire value of assets under management attributable to such client.
257 Riverside Avenue, 2nd Floor, Westport, CT, 06880-4822