Castfirm Advisors manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. Castfirm Advisors creates a customized investment policy statement for each client to guide portfolio management, focusing on asset allocation, asset selection, and risk management using modern portfolio theory. The firm primarily recommends exchange-traded funds, mutual funds, equities, and fixed-income securities. In addition to investment management, Castfirm Advisors offers one-time financial planning covering areas such as retirement, college savings, taxes, insurance, and debt management. Castfirm Advisors acts in the best interest of clients as required by its legal obligations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.