Castle Island Wealth offers investment advice and portfolio management tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services, and may use sub-advisers. They also offer financial planning and consulting services, including pension consulting. Investment advice may include stocks, ETFs, mutual funds, and other securities.
Assets Under Management$120M
Clients44
Advisors4
Avg. per Client$2.8M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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