Castle Coast Wealth offers personalized investment management and financial planning services. The firm builds customized portfolios based on each client's goals, time horizon, and risk tolerance, and can manage accounts with the authority to make trades on the client's behalf. Financial planning covers areas such as personal net worth tracking, cash flow analysis, retirement strategies, tax reduction strategies, and estate preservation. Castle Coast Wealth primarily works with individuals, high-net-worth individuals, trusts, and businesses.
Assets Under Management$420M
Clients306
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiated at the firm's discretion based on factors such as historical relationships, account composition, and asset amounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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