Paul Costello
Paul Costello is a registered investment advisor at Costello Financial Planning, INC., based in Arlington Heights, IL, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 117 clients with $220M 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 | 0.99% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $3.0M | 0.79% |
| $3.0M - $4.0M | 0.69% |
| $4.0M - $5.0M | 0.59% |
| $5M+ | 0.49% |
Fees are billed quarterly in arrears. There is a minimum quarterly billing of $2,500. Fees are negotiable and minimum billing may be waived at the firm's discretion.
Fee Estimator
Location
Arlington Heights, IL
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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
Paul is a partner at Brothers Tax LLC, a company that prepares tax returns. He spends about 10-20% of his time on this activity from January to April each year.
Employment History
Current Registrations
Costello Financial Planning, INC.
Previous Registrations
Deutsche Bank Securities INC.Broker
State Registrations2 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.
Exams
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