Overview
- Headquarters
- Palm Beach Gardens, FL
- Total Firm Assets
- $117 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: CASTLE ISLAND WEALTH ADV BROCHURE (2025-03-13)
· View brochure text
Latest filing: CASTLE ISLAND WEALTH ADV BROCHURE (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.85% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $53,750 | 1.08% |
| $10 million | $96,250 | 0.96% |
| $50 million | $436,250 | 0.87% |
| $100 million | $861,250 | 0.86% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 64.61%
- Number of High-Net-Worth Clients
- 34
- Total Client Accounts
- 233
- Discretionary Accounts
- 161
- Non-Discretionary Accounts
- 72
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 287710
- CASTLE ISLAND WEALTH ADV BROCHURE (2026-03-24) · View brochure text
- CASTLE ISLAND WEALTH ADV BROCHURE (2025-03-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗