Castle Wealth Group Investments offers investment management and financial planning services. Investment management is offered on a discretionary basis, potentially using sub-advisors. Financial planning covers various topics like financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. Clients can place restrictions on investments.
Assets Under Management$62M
Clients96
Advisors1
Avg. per Client$650K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
For accounts managed through Triad Wealth Partners, the 1.2% annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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