Castle Asset Management provides financial planning and portfolio management services tailored to individual client needs. Financial planning covers cash flow, college funding, debt management, retirement, and tax strategies. Portfolio management can be discretionary or non-discretionary. Castle Asset Management may recommend third-party money managers.
Assets Under Management$2.9M
Clients20
Advisors2
Avg. per Client$150K
Avg. per Advisor$1.5M
Fee Structure
Castle Asset Management charges between 0.75% and 1.0% of your portfolio per year for investment management services. This fee is deducted monthly from your account. The exact fee depends on your individual circumstances and is negotiable.
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