Joseph Costigan is a CFA-designated registered investment advisor at Apricus Wealth LLC, based in Beaufort, SC, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 100 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum account size is generally $3 million, resulting in a minimum annual fee of $27,500. All account minimums and investment management fees charged by Apricus Wealth are subject to negotiation.
Fee Estimator
Location
2015 Boundary Street, Suite 309, Beaufort, SC, 29902
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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 →Employment History
Current Registrations
Apricus Wealth LLC
Previous Registrations
Verity Investment Partners
Davidson Capital Management
State Registrations3 states
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