Castle Wealth Group operates as a registered investment advisor offering discretionary asset management, retirement plan services for employers, and comprehensive financial planning. Founded in 2026, the firm helps individuals, high-net-worth clients, and business entities build and manage investment portfolios tailored to their specific financial goals, time horizons, and risk tolerances. Castle Wealth Group's planning services cover a wide range of topics including retirement income strategies, tax planning, business planning, estate preservation, and education funding. The firm primarily creates customized investment portfolios using fundamental and quantitative research, and may occasionally utilize third-party sub-advisors to manage portions of client accounts. Clients also have access to financial planning on either a project basis or an ongoing annual retainer. Additionally, affiliated representatives of Castle Wealth Group may act as licensed insurance agents to offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment advisory fee is no more than 1.50% of assets under management, billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined for reduced rates.