Castle Wealth Management Fees & Minimum

Overview

Headquarters: Boynton Beach, FL
Total Firm Assets: $430 million
Average High-Net-Worth Client Portfolio Size: $3.6 million

Fee Disclosure

Source: CASTLE 2026 ANNUAL FORM ADV PART 2 A & B (2026-07-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$10,000,000	1.00%
$10,000,001	$20,000,000	0.50%
$20,000,001	and above	0.25%

Stated Minimum Annual Fee: $2,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$100,000	1.00%
$50 million	$225,000	0.45%
$100 million	$350,000	0.35%

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: 84.69%
Number of High-Net-Worth Clients: 101
Total Client Accounts: 917
Discretionary Accounts: 910
Non-Discretionary Accounts: 7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 118364

CASTLE 2026 ANNUAL FORM ADV PART 2 A & B (2026-07-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Castle Wealth Management