Costello Asset Management provides investment advice to individuals, non-profits, trusts, estates, and other business entities. They help clients determine investment objectives, identify financial goals and risks, and plan for cash flow needs, education, retirement, and estate matters. Costello Asset Management is a fee-only advisor, meaning they don't sell commissioned products or have affiliations with entities that do.
Assets Under Management$350M
Clients404
Advisors2
Avg. per Client$860K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable and based on a fixed annual percentage rate. The exact rate is agreed upon in writing.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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