Arnold Castellano & Associates offers investment management and financial planning services. Investment management is offered through discretionary asset management, potentially using sub-advisors or platforms like Orion Portfolio Solutions and Betterment. Financial planning covers various aspects like retirement, risk management, tax reduction, and estate preservation. The firm also provides ERISA plan services.
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.