Quentara Costa is a CFP-designated registered investment advisor at Powwow, LLC, based in North Andover, MA, with 10 years of industry experience. Quentara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Middle Income, and 2 more. Their firm serves 7 clients with $6.1M 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 $250K | 1.00% |
| $250K - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. The fee schedule includes the Outside Manager's fee.
Fee Estimator
Contact
Quentara Costa
Location
North Andover, MA
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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 →Other Business Activities
Quentara works part-time as a financial paraplanner and marketing employee for wealth management firms, working directly with advisors, not clients. This activity takes minimal time.
Employment History
Current Registrations
Powwow, LLC
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I enjoy working within the community to provide financial literacy and guidance. In 2016 I created the facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others.