Castle Group Investment Counsel, Inc. provides personalized investment management and advisory services to individuals, high-net-worth individuals, and various institutional clients. Founded in 2001 and based in Arcadia, California, the firm works closely with clients to understand their financial goals, investment objectives, and risk tolerance. Castle Group Investment Counsel builds customized investment portfolios using a mix of equities, bonds, mutual funds, options, futures, and partnerships. The firm employs fundamental and technical analysis, charting, and cyclical investing strategies to manage portfolios on an ongoing basis. Additionally, the firm participates in wrap fee programs as an investment manager and may offer financial planning services and newsletters alongside portfolio management.
Fee Structure
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% |
Fees are calculated and paid quarterly in advance. A one-time set-up fee of $250 for single accounts or $450 for multiple accounts greater than $100,000 may apply.