Michael Costelloe
Michael Costelloe is a CFP-designated registered investment advisor at LPL Financial LLC, based in Reno, NV, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
16520 Wedge Parkway, Suite 300, Reno, NV, 89511
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including non-variable insurance through Costelloe Financial since 1990, and a DBA for LPL business since 2017. He also teaches a retirement planning class at Truckee Meadows Community College, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Forest GradyLPL Financial LLC
- James LewisLPL Financial LLC
- Christopher PaganelliLPL Financial LLC
- Robert GallagherLPL Financial LLC
- Michael RichterLPL Financial LLC
- Jeffery Zemp, CFPLPL Financial LLC