Kastel Capital Advisors offers portfolio assessment, investment policy statement creation, financial planning, and wealth management services. Wealth management includes portfolio management and financial planning tailored to individual client goals and risk tolerance. Kastel Capital also provides institutional asset management services. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$190M
Clients67
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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% |
Fees are negotiable. Certain clients may be subject to a legacy fee schedule that may differ from the one above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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