Costello Financial Planning provides wealth management services, acting as a personal CFO by combining team members for comprehensive financial advice. This includes financial planning, cash flow analysis, investment planning, and regular portfolio monitoring. They also offer retirement plan consulting for employers and private foundation services for charitable organizations. Tax preparation is included in wealth management services.
Assets Under Management$170M
Clients119
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $3.0M | 0.79% |
| $3.0M - $4.0M | 0.69% |
| $4.0M - $5.0M | 0.59% |
| $5M+ | 0.49% |
Fees are negotiable. There is a minimum quarterly billing of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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