Personalized Investment Account Management Since 1999 for Individuals, Families, Businesses, Estates and Non-Profit Organizations.
215.856.9290
Investment Advisory Services with a Strong Focus on Client Service and Satisfaction.
All initial consultations are complimentary.
Portfolio Account Management
Unlike brokers who earn commissions on sales of investment products, Costello Asset Management, Inc. offers fee-based registered investment advisory services. Our clients are charged an annual management fee, paid quarterly.
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As fee-based investment advisors, our compensation is tied to the growth of your account. We believe this approach puts the incentive where it belongs, on the long-term performance of your investments. We have no incentive to trade your account — just grow your account.
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Our account minimum for investment
management is $100,000.
Investment Services
Our investment services are tailored to meet each client’s specific needs such as income, growth, fixed income and short term cash. Areas of analysis may include: Specific Investment Recommendations, Retirement Income Needs, Employer Sponsored Plan(s), Cash Flow Analysis, Education Funding, and Estate Planning.
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All clients must sign an investment advisory agreement, fee agreement and answer/sign a client questionnaire that identifies their risk tolerances before the firm manages any client assets.
Out-of-the-Box Financial Strategies
Take the next steps toward your financial future. Contact Costello Asset Management, Inc. to schedule a complimentary initial consultation!
215.856.9290
