AC
AC

Angel Costanza

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,004 clients
Average Client Portfolio
$613K average
Assets Under Management
$615.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

858 Washington Street, Suite 100, Dedham, MA, 02026

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beck Bode LLC
July 2024 - Present · 1 yr 7 mos
State Registrations2 states
MARI
Advisor
Exams
No exam information available for this advisor.