Stephen Braden Kelakos Haberstroh
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.40% |
| $100M+ | 0.38% |
Fees for any client who signed investment management or investment advisory agreements with CastleKeep Investment Advisors LLC on or before December 31, 2020 are calculated on a single rate for the entire value of assets under management attributable to such client. Fees for any client who signed an investment management or investment advisory agreement with CastleKeep Investment Advisors LLC on or after January 1, 2021 are calculated on a tiered rate based on the value of assets under management attributable to such client.
Fee Estimator
Fees are based on the market value of assets under management. For portfolio management and investment advisory services, fees are tiered. For clients who signed agreements on or before December 31, 2020, fees are calculated on a single rate for the entire value of assets under management. For clients who signed agreements on or after January 1, 2021, fees are calculated on a tiered rate. Money manager search is billed at $450/hour with a $1,000 minimum. Investment analysis services are billed at $450/hour. Fees and account minimums may be negotiable.
Areas of Practice
Advisor Information
Office location
257 Riverside Avenue, 2nd Floor, Westport, CT, 06880-4822
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