Apricus Wealth is a registered investment advisor based in Beaufort, South Carolina, led by Joseph J. Costigan. The firm provides discretionary investment management, tailoring portfolios to each client's specific objectives, risk tolerance, and time horizon. Apricus Wealth builds portfolios using a mix of equities, exchange-traded funds, corporate debt, mutual funds, and government securities, with a particular focus on dividend-growing equities. In addition to portfolio management, the firm offers financial planning covering cash flow, debt management, retirement, education funding, tax strategies, and estate planning, which is provided at no extra cost to investment management clients. Apricus Wealth primarily serves high-net-worth individuals, trusts, estates, and retirement plans, typically requiring a minimum portfolio size of $3 million, though this minimum can be negotiated based on various factors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All account minimums and investment management fees are subject to negotiation based on assets invested, attention required, and work involved.