Preakness Retirement Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Preakness Retirement Advisors offers diversified asset allocation plans and financial planning services. The firm uses a combination of fundamental and technical analysis. Plans and advice are tailored to each client's specific goals, and no actions are taken without client approval. Martin J. Costello, Certified Financial Planner and Qualified Pension Administrator, is the President of the firm and is responsible for all financial plans and advice.
Assets Under Management$16M
Clients8
Advisors1
Avg. per Client$2M
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.10% to 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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