Castellan Financial Advisors provides financial planning, consultation, and investment supervisory services. They act as a fiduciary, meaning they are legally required to act in your best interest. Services include investment advice, asset allocation, budgeting, debt management, education funding, retirement planning, and tax planning. Castellan offers a complimentary introductory meeting to discuss your financial needs and goals.
Assets Under Management$13M
Clients10
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1M+ | 0.25% |
Fees are negotiable. In certain cases, an annual flat fee may be charged instead of a percentage of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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