Caster & Company provides investment advice to clients. For some clients, these services are offered in addition to services provided by Caster CPAs Inc. Fees are charged monthly based on the value of your portfolio or on an hourly basis. Caster & Company does not hold your funds; they are held by banks, brokerage firms, and other financial institutions.
Assets Under Management$600K
Clients2
Advisors1
Avg. per Client$300K
Avg. per Advisor$600K
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may also be charged on an hourly basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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