Castle Pines Investment Management (CPIM) provides portfolio management services. CPIM works with clients to establish risk tolerance, investment objectives, and time horizons. CPIM then creates a written Investment Policy statement to guide the investment account. CPIM uses a variety of asset types, including individual stocks and bonds, mutual funds, Exchange Traded Funds and Exchange Traded Notes. CPIM manages accounts to the individual needs of the clients.
Assets Under Management$69M
Clients17
Advisors2
Avg. per Client$4M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees can be negotiated under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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