Jude Kostas is a registered investment advisor at Savior Wealth, based in Wellesley, MA, with 6 years of industry experience. Jude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management. Their firm serves 248 clients with $110M 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 $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Advisory fees are negotiable and Savior Wealth may determine to waive or reduce its fee for any reason.
Fee Estimator
Location
40 Washington Street, Suite 210, Wellesley, MA, 02481
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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
Jude works full-time as a lawyer and owner at Kostas Law PC since 2021. This activity is not investment-related.
Employment History
Current Registrations
Savior Wealth
Previous Registrations
The Patriot Financial Group, LLC
State Registrations1 state
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