How does the advisor help clients – Key Takeaways:
CASTLEBURY ADVISORY is a top financial consulting firm that helps clients achieve their financial goals. With a team of experienced advisors and a wide range of services, they provide comprehensive financial guidance to individuals, families, and businesses.
Facts and Insights
Founded in 2005, CASTLEBURY ADVISORY has been in business for over 15 years, providing expert financial advice and services to their clients. As of 2021, they have $2 billion in assets under management and a team of 50 advisors who are dedicated to helping their clients succeed financially.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2 billion |
| Number of Advisors: | 50 |
| Time in Business: | Over 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
CASTLEBURY ADVISORY serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Retirees
- Small businesses
- Non-profit organizations
Fees & Compensation
The fee structure at CASTLEBURY ADVISORY is based on assets under management, meaning clients only pay a percentage of their total assets for the services provided. This ensures that the advisors have a vested interest in their clients’ success and are motivated to help them grow their wealth. They also have a team of experienced tax professionals who can provide tax planning services for an additional fee.
Background
The team at CASTLEBURY ADVISORY is comprised of experienced financial advisors with a diverse range of backgrounds and expertise. They pride themselves on their personalized approach, working closely with each client to understand their unique financial goals and develop a tailored plan to achieve them.
Financial Advisor Disclosures to Know
As a registered investment advisor, CASTLEBURY ADVISORY is required by law to disclose any potential conflicts of interest or disciplinary actions. Clients can view this information on their Form ADV, which is available on the SEC website. The firm also has a fiduciary duty to act in their clients’ best interests, providing unbiased and transparent financial advice.