Castlewood Financial Advisors provides ongoing investment management based on your individual goals and risk tolerance. They also offer "real time" planning and advice for single-issue situations. They evaluate your current investments and create an Investment Policy Statement to document your risk tolerance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $749K | 1.25% |
| $749K - $1.2M | 1.10% |
| $1.3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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