Kastel Capital Advisors, LLC offers a comprehensive suite of financial services, including ongoing portfolio management, financial planning, estate planning coordination, and tax planning. Kastel Capital Advisors customizes its services based on each client's individual goals, risk tolerance, and time horizon. The firm handles both discretionary and non-discretionary accounts, building diversified long-term portfolios primarily using mutual funds, exchange-traded funds, equities, fixed income securities, and real estate investment trusts. Kastel Capital Advisors also provides institutional asset management for organizations such as foundations, endowments, and pensions. Estate planning documents are facilitated through a partnership with an independent third-party technology platform, while tax planning services are available on a fixed-fee arrangement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
All fees are negotiable. If a client engages Kastel Capital Advisors for a one-time project and later retains the firm for ongoing wealth management, any project fees paid will be credited toward ongoing fees.