Martin Costello
Martin Costello is a registered investment advisor at Preakness Retirement Advisors, LLC, based in Verona, NJ, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.10% to 1% annually.
Fee Estimator
Location
C/O A.J. Graziano, Esq, 155 Pompton Ave, Verona, NJ, 07044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Preakness Retirement Advisors, LLC
State Registrations1 state
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