Fortifying Your Future LLC, operating as Castle Financial, provides investment advice and financial planning to individuals and pension plans. Castle Financial creates investment plans tailored to each client's goals and risk tolerance. Services include portfolio management, pension consulting, and financial planning covering investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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