J Costello is a CFA-designated registered investment advisor at Crestwood Advisors, based in Providence, RI, with 25 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,128 clients with $8B 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% |
Most client agreements specify a fee rate starting at 1%. Fees are negotiable and vary based on portfolio value, strategy, and complexity. Legacy clients pay various historical rates.
Fee Estimator
Location
101 Dyer Street, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crestwood Advisors
Previous Registrations
Crestwood Advisors
Endurance Wealth Management, INC.
Baldwin Brothers INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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