Castleview Partners, LLC
Assets Under Management
$331.2M
Number of Clients
495
Number of Advisors
11
Average Client AUM
$669K
AUM per Advisor
$30.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Castleview Partners, LLC offers tailored investment advisory services based on client goals, objectives, time horizon, and risk tolerance. Services include advisor-directed managed accounts, third-party money manager accounts, combined models, and financial planning. They also provide operational support to other advisory firms through their aiAlpha platform.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment advisory fees range from 0.50% to 1.75% annually, based on assets under management. Model management fees for internally managed strategies range from 0.00% to 1.00% annually, typically between 0.20% and 0.50%. Third-party model management fees range from 0.35% to 1.00% annually. Fees are negotiable and based on factors like complexity, assets managed, and time involved. Financial planning fees are charged as a flat dollar amount or hourly fee.
Areas of Practice
Location
8111 Preston Road, Suite 500, Dallas, TX, 75225