Castle Rock Advisors offers financial planning, investment management, and family office services to high-net-worth individuals and their families. They work with clients to understand their financial situation and goals, providing solutions for cash flow management, tax planning, insurance, investments, education funding, charitable giving, retirement, and estate planning. Castle Rock Advisors also manages investments in co-mingled funds managed by third-party investment managers.
Fee Structure
Castle Rock Advisors charges a fee based on a percentage of the value of your portfolio for investment advisory services. The fee can vary depending on the amount of your portfolio. There is no stated minimum fee. Fees are charged quarterly, in advance, based on the value of your portfolio from the previous quarter. If you end your advisory agreement, you'll receive a refund for any prepaid fees.