Castle Capital Management offers ongoing portfolio management, financial planning, and selection of third-party platforms like AssetMark and Advisors Capital Management. The firm builds customized investment strategies based on each client's individual goals, risk tolerance, and time horizon using fundamental analysis and modern portfolio theory. In addition to direct portfolio management, Castle Capital Management assists clients with retirement planning, tax concerns, estate planning, insurance, and college savings. The firm operates as a fiduciary when providing advice on retirement accounts and works with clients who have varying levels of wealth, including high-net-worth individuals, families, and business owners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard annual fee is 2.00% of assets under management. AssetMark accounts may include an additional platform fee of 0.10% to 1.00%. Employer retirement plan accounts using Advisors Capital Management have a total fee of 1.77% to 1.93% (with Castle Capital Management receiving 0.80%). Fees are generally negotiable.