Jerry Costello is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 27 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable based upon certain criteria.
Fee Estimator
Location
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105
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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 →Other Business Activities
Jerry owns J & L Properties, a real estate/rental property business, spending a few hours per week on it. He also holds minority ownership positions in RF Controls and Rail Brake, dedicating no time to these ventures, and works full-time as a Director at the Illinois Department of Agriculture.
Employment History
Current Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Previous Registrations
Datatex Investment Services INC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Waddell & Reed, INC.Broker
Pruco Securities CorporationBroker
State Registrations19 states
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