Castleview Partners, LLC

Castleview Partners, LLC is a Registered Investment Adviser based in Dallas, Texas, established in October 2015. The firm offers tailored investment advisory services to individuals, high-net-worth individuals, corporations, non-profits, and retirement plans. Acting as fiduciaries, they manage investment portfolios based on clients' goals, objectives, time horizons, and risk tolerance. Services include Advisor Directed Managed Accounts, Third Party Money Manager Accounts, Combined Advisor Directed and Money Manager Model Accounts, and Financial Planning. Fees are charged based on a percentage of assets under management, ranging from 0.50% to 1.75% annually. Model Management Fees for internal and third-party models range from 0.00% to 1.00% annually. Castleview does not charge performance-based fees and does not have any disciplinary events to disclose. The firm does not have custody of client assets, and clients have the discretion to vote on their securities. Castleview encourages clients to review their account statements and performance reports regularly. The firm does not vote proxies on behalf of clients and does not have any adverse financial situations that would impair their ability to meet obligations. Clients are responsible for voting on proxies and making informed decisions regarding their investments.