CASTELLAN Group manages investment portfolios for clients, focusing on ultra-high net worth families. They aim to simplify clients' lives and improve investment returns. CASTELLAN may also advise Exchange-Traded Funds. They use a disciplined process to tailor investment strategies to each client's objectives, risk tolerance, and financial situation, often collaborating with the client's other advisors. Portfolios are managed on a discretionary basis, meaning CASTELLAN can buy and sell securities without prior approval.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $4.0M | Included |
| $4.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
For clients with $10MM+, they offer a choice between a performance-based fee schedule and a tiered fee schedule. CASTELLAN also offers cash management solutions through government securities at .15%. Fees are negotiable subject to additional services for clients and the discretion of management.