Jeffrey Costello
Jeffrey Costello is a registered investment advisor at Simplicity Wealth, based in Berkley Heights, NJ, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
200 Connell Drive, Suite 100, Berkley Heights, NJ, 07922
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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 ActivitiesSells Insurance
Jeffrey owns an employee benefits insurance agency, Group Benefits Insurance Agency, since 2012, where he helps companies incorporate and offer employee insurance programs; this takes about 10-20% of his time. He also owns MJV Properties LLC and Costello Properties, both investment property companies, and spends minimal time on each per month.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Prosperity Capital Advisors
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations11 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.