Blue Castle Wealth offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including creating and managing portfolios. Financial planning covers areas like cash flow, college savings, retirement, insurance, and estate planning. Clients can also get project-based financial planning for specific issues. Blue Castle Wealth tailors its services to each client's needs and risk tolerance.
Assets Under Management$13M
Clients12
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. Accounts of members of the same household will be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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