Contango Wealth Management is a registered investment advisor based in Oakland, California, founded in June 2025 by Gerald Alexander Fegler and Michael James Castro. The firm offers ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon through the creation of a personalized investment policy statement. Contango Wealth Management constructs diversified portfolios using mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and private placements. In addition to investment management, the firm provides comprehensive financial planning covering investment strategies, life insurance concerns, tax considerations, retirement, college savings, and debt management. Contango Wealth Management acts in the best interest of its clients as required by federal regulations. There are no account minimums required to work with the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.80% |
Fees are generally negotiable. Billed monthly in arrears based on the average daily balance.