Castle Group Investment Counsel (CGIC) offers investment advice to individuals, banks, pension plans, trusts, estates, charities, corporations, and other business entities. CGIC works with clients to understand their investment goals, risk tolerance, and financial situation, then creates a tailored investment portfolio. CGIC also provides ongoing oversight of client portfolios. CGIC may offer financial planning services and a newsletter in conjunction with investment management.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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