Andrew
Costello
Captrust
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About this Advisor
Andrew Costello is a certified financial planner who works out of Raleigh, North Carolina with a total of 3 years of relevant experience. Costello is an employee of Captrust. The advisor has gained experience at Watermark Asset Management, Azusa Pacific University, Na, Capfinancial Partners, LLC. (Captrust) and Illumination Wealth Management. Costello has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California and Texas. Captrust is a financial advisory company that has its headquarters in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 employees. It administers $715 billion in total assets between its 76,254 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. Captrust provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely vary depending on which services are offered. Fees charged by Captrust may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Andrew Costello Work History
Andrew has been registered as a financial advisor for 3 years.*
Capfinancial Partners, LLC. (Captrust)
Illumination Wealth Management
Watermark Asset Management
Na
Azusa Pacific University
Azusa Pacific University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Costello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Sacramento, CA
Clarkston, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
