Michael Costle is a registered investment advisor at LPL Financial LLC, based in Bozeman, MT, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2246 Boot Hill Ct Ste 6A, Bozeman, MT, 59715-7248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBA Costle Wealth Management for his LPL business since 2021. He also has two business entities, MJC, LLC (since 2014) and MDC, INC (since 1992), for tax and investment purposes, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations14 states
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