Edward Costello
Edward Costello is a registered investment advisor at Osaic Wealth, INC., based in Oxnard, CA, with 32 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
300 E. Esplanade Dr. #450, Oxnard, CA, 93036
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Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Edward works as an advisor for Securities America Advisors and is involved in buying and selling investment portfolios for clients, taking a significant amount of his time. He also works as a sales representative selling insurance and owns 49% of Costello and Company CPA Inc, an accounting firm, dedicating about half his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
MML Investors Services, INC.Broker
State Registrations12 states
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.