El Castillo Investments offers customized investment portfolio management services tailored to each client's financial goals, risk tolerance, investment timeframe, and need for cash. Portfolios are built using Modern Portfolio Theory to align with client objectives like preserving capital, achieving moderate growth, or pursuing aggressive growth. El Castillo Investments exercises authority to make trades without asking first. Trading and custody are handled through Charles Schwab & Co., Inc.
Assets Under Management$1.5M
Clients17
AdvisorsN/A
Avg. per Client$88K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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