Castle Wealth Management
West Palm Beach, Florida
5.0
16 Reviews
Castle Wealth Management is a local investment advisory firm based out of West Palm Beach, FL, with two offices. With 11 dedicated employees, eight of whom provide investment advisory services, Castle Wealth Management is committed to offering personalized financial guidance to its clients. With an average of approximately $44,280,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Castle Wealth Management's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges. Although their 401K and individual accounts...
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Assets Under Mgmt

$354.21M

Investment Professionals

8

Locations

1

% 401K & Individual

9%

% Discretionary

94%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: CONSULTING
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