Michael Costelloe
Michael Costelloe is a CFP-designated registered investment advisor at LPL Financial LLC, based in Reno, NV, with 35 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
1575 Delucchi Ln Ste 102, Reno, NV, 89502
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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.