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LETTER OF AGREEMENT FOR MANAGED ACCOUNTSCastle Investment Advisors, LLC 9820 West point Drive, Suite #100 Indianapolis, Indiana 462563352 Gentlemen: Subject to the terms and conditions of this Agreement,
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Castle Investment Advisors LLC is a registered investment advisory firm that provides investment management services to clients.
Castle Investment Advisors LLC is required to file with the Securities and Exchange Commission (SEC) as an investment advisory firm.
Castle Investment Advisors LLC must fill out Form ADV with the SEC, providing information about the firm's business practices, fees, and conflicts of interest.
The purpose of Castle Investment Advisors LLC is to provide investment management services to clients and help them achieve their financial goals.
Castle Investment Advisors LLC must report information such as assets under management, services offered, fees charged, and any disciplinary history of the firm.
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