Advisor at Castle Wealth Management
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Firm
Castle Wealth Management
Location
Boynton Beach, FL 33426
Credentials
Series 66
Industry experience
< 1 year
Amber Dakar is a financial advisor at Castle Wealth Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Merrill, Lancaster Investing LLC, Banyan Hill Publishing, and Weiss Research Inc. Castle Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm uses a written Investment Policy Statement and modern portfolio theory to build diversified portfolios, with oversight from dedicated committees and a formal affiliation with a public accounting firm.
Based on Castle Wealth Management
Based on Castle Wealth Management
Typically starting at $2,500 and up depending on client circumstances
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.25%
$100 to $450 per hour depending on complexity and mutual agreement
Account minimum: $200,000 Minimum fee: $2,000 minimum annual fee for portfolio management
1880 N Congress Ave, Suite 302
Boynton Beach, FL 33426
Florida
Castle Wealth Management
2026 - Present (1 year)
Bank of America, N.A.
2025 - 2026 (1 year)
Merrill
2025 - 2026 (1 year)
Lancaster Investing LLC
2024 - 2025 (1 year)
Banyan Hill Publishing
2018 - 2024 (6 years)
Weiss Research Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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