Wayburn Costellow
Wayburn Costellow is a ChFC-designated registered investment advisor at Ae Wealth Management, LLC, based in Bowling Green, KY, with 16 years of industry experience. Wayburn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
627 Eastwood St, Ste A, Bowling Green, KY, 42103
Get directionsHistory
Regulatory History (2)
Regulatory
April 1988Regulatory
August 1986Other Business ActivitiesSells Insurance
Wayburn is the President & Lead Advisor for Southern Kentucky Financial Services, LLC, focusing on insurance and annuity sales, and tax services, taking about two-thirds of his time. He also receives insurance residuals from Advantage National Marketing, LLC/Costellow Mgt, owns CMI Rentals, LLC, manages SOKY Tax & Estate Solutions LLC, and is a course leader and educator for two educational institutions.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Magnolia Wealth Management LLC
Client One Securities LLC
Client One Securities LLCBroker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Brookstone Capital Management LLC
Brookstone Capital Management LLC
Global Financial Private Capital, LLC
Redhawk Wealth Advisors, INC.
Wma Securities, INC.Broker
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations2 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.