Castle Wealth Planning provides investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other businesses. Services include comprehensive portfolio management, financial planning and consulting (covering retirement, estate, tax, education, and real estate), retirement plan consulting for employers, and portfolio monitoring. Castle Wealth Planning acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Castle Wealth Planning offers Comprehensive Portfolio Management where they manage your investments and provide financial planning. The annual fee for this service will not exceed 1% of the value of your portfolio, billed quarterly. Fees are negotiable.