Robert Costello
Robert Costello is a registered investment advisor at Costello Asset Management, INC., based in Huntingdon Valley, PA, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 404 clients with $350M 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 | Included |
Fees are negotiable and based on a fixed annual percentage rate. The exact rate is agreed upon in writing.
Fee Estimator
Location
Huntingdon Valley, PA
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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
Costello Asset Management, INC.
State Registrations2 states
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