Joseph
Costigan

Apricus Wealth LLC

CRD#4577597
Investment Advisor
in Beaufort, SC

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About this Advisor

Joseph Costigan is a financial advisor based in Beaufort, South Carolina, working with Apricus Wealth LLC. Joseph has previously held positions at Verity & Verity, LLC Dba Verity Investment Partners, Bryn Mawr Trust Dba Davidson Trust Company, and Apricus Wealth LLC. Joseph is registered to provide services in Pennsylvania, South Carolina, and Texas. Currently, Joseph is part of Apricus Wealth LLC, which operates out of Beaufort, South Carolina. The firm has 6 employees and manages assets totaling $227.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Apricus Wealth LLC includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2015 Boundary Street Suite 309
Beaufort, SC 29902

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Apricus Wealth LLC Brokerage Details

Total Assets Under Management

$227,069,595

SC Average: $646,059,043
Total Number of Employees

6

SC Average: 13
Total Number of Accounts

179

SC Average: 661
Average Account Size

$1,268,545

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Joseph Costigan Work History

2020 - Present (5 years)

Apricus Wealth LLC

2014 - 2020 (6 years)

Verity & Verity, LLC Dba Verity Investment Partners

2012 - 2014 (2 years)

Bryn Mawr Trust Dba Davidson Trust Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Costigan 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 Apricus Wealth LLC

Ernest Cecilia
Downingtown, PA
Joseph Costigan
Beaufort, SC
Ruston Wolfe
Lebanon, PA
James Gibson
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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