Castleview Partners is a registered investment advisor based in Dallas, Texas. The firm manages investment portfolios for individuals, high-net-worth individuals, corporations, non-profits, and retirement plans. Castleview Partners offers advisor-directed managed accounts, third-party money manager accounts, and financial planning services. Advisors work closely with clients to tailor investment strategies based on their goals, time horizon, and risk tolerance. In addition to direct advisory services, Castleview Partners operates a technology and practice management platform called aiAlpha, which provides operational support, administrative services, and a model marketplace to other investment advisory firms. The firm acts legally required to act in your best interest as a fiduciary when providing advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable based on the complexity of the client's situation, amount of assets managed, anticipated future additional assets, and other factors.