Castle Financial provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. Led by Stephen Shloss, Castle Financial builds tailored investment portfolios based on each client's specific goals, time horizon, and risk tolerance. For investment management, Castle Financial charges a flat annual percentage of the value of your portfolio. In addition to managing investments, Castle Financial offers standalone financial planning covering retirement strategies, cash flow analysis, risk management, and estate preservation for a fixed project fee. The firm also provides assistance with insurance, real estate, and tax preparation services through separate business activities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee of 1.50% is negotiable.