Castle Advisors Group provides ongoing investment advice and portfolio management, including allocating assets among cash, stocks, and bonds. They consider your individual goals, risk tolerance, and time horizon when making investment recommendations. They offer advice on various investment products, including stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$4M
Clients20
AdvisorsN/A
Avg. per Client$200K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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