Castleton Partners provides investment advice, primarily fixed income asset management, to high net worth clients. Castleton's main strategy is to analyze, recommend and invest in investment grade municipal securities and corporate debt, and may also extend to preferred equities, exchange traded funds, closed end funds and mutual funds. Castleton may also invest in situations with higher risk, and the potential for corresponding higher returns, including but not limited to investment in high yield securities and distressed issues and issues of distressed issuers.
Assets Under Management$140M
Clients16
Advisors1
Avg. per Client$8.9M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.40% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50,000,000. Special Strategies: 1.0% for all amounts. Minimum fee of $2,000 per quarter or 0.40% per year, whichever is greater.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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