Castle Wealth Management

Financial Advisor in West Palm Beach, FL

Firm Info
Address: 201 Arkona Ct, West Palm Beach, FL 33401, USA
Phone: (561) 686-9604

Firm Size
Assets Under Management: $423.6 million
# of Advisors: 9
# of Clients: 786
Client to Advisor Ratio: 87:1
Average Account Size: $538,984
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Castle Wealth Management Overview

Castle Wealth Management is a Fee Only registered investment advisory firm that has been in business since 2002, headquartered in West Palm Beach, FL. As an investment advice-only firm, they specialize in providing investment advice to their clients. They offer a wide range of services to meet their clients' financial needs. These services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, selection of other advisors, and consulting services. Their financial planning service provides clients with a customized financial plan that helps them to manage their finances and achieve their goals. They also offer portfolio management services that help clients to invest in a diversified portfolio of assets. Their portfolio management team monitors their clients' investments and makes adjustments as needed to ensure they remain on track to reach their financial goals. Castle Wealth Management also provides pension consulting services to help clients manage their pension plans. They offer advice on plan design, investment selection, and ongoing management of the plan. Their pension consulting services help clients achieve their retirement goals and minimize the risks involved in managing a pension plan. In addition to these services, Castle Wealth Management provides consulting services to help clients make informed investment decisions. They offer advice on a range of financial topics, including tax planning, estate planning, and risk management. Their consulting services help clients make the best decisions for their financial situation and provide the support they need to reach their financial goals. Overall, Castle Wealth Management is a reliable partner for those looking for investment advice and financial planning services.

billing subscription-based services performance-based fees CASTLE WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, high net worth individuals, and various pension or profit sharing plans. The firm also serves charitable organizations, as well as other corporate entities not explicitly listed. Understanding each client's specific financial needs and goals is of utmost importance to the experienced professionals at the firm. To ensure that clients receive the most advantageous plan possible, CASTLE WEALTH MANAGEMENT offers a variety of fee structures depending on the type of service required. Clients can opt for a percentage of assets under management (AUM) fee, where the firm charges a percentage based on the total assets it manages. Alternatively, clients can choose hourly billing, where services are charged according to the amount of time spent working on the account. Subscription-based services are also available, giving clients access to a range of ongoing financial services for a regular fee. Finally, the firm also offers performance-based fees that take into account the investment performance of the portfolio in question. The expert team at CASTLE WEALTH MANAGEMENT is dedicated to providing the highest level of financial expertise and personalized service possible to each of its clients.

Typical Clients, Fee Structures & Investment Minimum

The note in Castle Wealth Management's Part 2 Brochure indicates that the firm's investment minimum ranges between $100,000 and $250,000 for private alternative investments. However, new clients may initially be placed in liquid hedge fund vehicles from the firm's approved list until approved and available investments are found. The brochure notes that Castle will recommend putting at least two private investments in each household over time.

How This Office Can Help West Palm Beach, FL Residents

Castle Wealth Management is a financial planning and wealth management firm dedicated to helping clients in West Palm Beach achieve their financial goals. The firm provides a wide range of services, including retirement planning, tax strategies, investment management, estate planning, and more. Their team of experienced advisors takes a comprehensive approach to financial planning, taking into account each client's unique financial situation and goals. Clients in West Palm Beach, FL, face a variety of financial challenges, including high living expenses, unpredictable markets, and the threat of natural disasters. Castle Wealth Management helps clients navigate these challenges by providing customized financial plans designed to meet their unique needs and goals. They also provide ongoing support and advice to help clients stay on track and adjust their plans as their circumstances change. Ultimately, Castle Wealth Management aims to help clients in West Palm Beach achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Castle Wealth Management, visit their Part 2 Brochure.

Services Offered by Castle Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Castle Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 201 Arkona Ct, West Palm Beach, FL 33401, USA
Phone (561) 686-9604
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 201 ARKONA CT, WEST PALM BEACH, FL 33401-7116, United States

This firm has no other locations.

State Registrations

Castle Wealth Management is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Georgia
  • New York
  • North Carolina
  • Pennsylvania

Disciplinary History

Castle Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs