Castle Coast Wealth (CCW) provides ongoing asset management services, determining investment strategies based on individual client goals and risk tolerance. CCW also offers financial planning services, evaluating a client's current and future financial state to recommend strategies. CCW may recommend investments in private funds, but clients are not obligated to invest. CCW also offers ERISA plan services to retirement plans.
Assets Under Management$420M
Clients306
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$1M
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% |
This is a blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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