Frequently Asked Questions

What does Castelan Capital do?

Castelan Capital is a fee-based Registered Investment Advisory company provided investment advice to individual clients, as well as business and institutional clients. These services may included non-investment advice as well, such as budgeting and financial planning.

Is there a minimum investment amount needed to work with Castelan Capital?

There is no minimum investment amount to begin working together. We meet you where you are in your financial life, and seek to learn your destination goal.

How much will I pay for your services?

Given each client is unique, our services are tailored to our clients' needs. Therefore, our fees range widely according to services rendered. We gather information in our first meeting and provide a customized quote before moving on with our process. If accepted, we then begin a plan creation process, followed by a plan implementation.

How long does your process take?

Simple plans can take between 1-2 weeks to implement. Complex plans can take several weeks to fully implement. We work with you every step of the process to ensured you are informed of next steps.

Castelan Capital, an Investment Advisory Company

Castelan Capital, an Investment Advisory Company

A Fee-Based Registered Investment Advisory Firm

We Are Here For You

Asset Management

Retirement Planning

Financial Planning

Financial Planning

Retirement Planning

Financial Planning

Retirement Planning

Retirement Planning

Retirement Planning

Business Advisory

Retirement Planning

Retirement Planning

Frequently Asked Questions

Contact Us

Better yet, see us in person!

Castelan Capital

Hours

Get in touch!

Investors

Castelan Capital, an Investment Advisory Company

Castelan Capital, an Investment Advisory Company

A Fee-Based Registered Investment Advisory Firm

We Are Here For You

Asset Management

Retirement Planning

Financial Planning

Financial Planning

Retirement Planning

Financial Planning

Retirement Planning

Retirement Planning

Retirement Planning

Business Advisory

Retirement Planning

Retirement Planning

Frequently Asked Questions

Contact Us

Better yet, see us in person!

Castelan Capital

Hours

Get in touch!

Investors

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