Castle Hill Capital manages investment portfolios for clients based on their individual needs and goals. They also offer basic financial planning services at no charge, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Portfolios are managed on a discretionary basis.
Assets Under Management$43M
Clients104
Advisors1
Avg. per Client$410K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and published fees may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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