Frank Castagno
Frank Castagno is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boston, MA, with 15 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
255 State Street, 5th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2018Other Business Activities
Frank is a 30% owner of a real estate investment property purchased in April 2022. He will be a passive manager and expects to devote about 10-20% of his time to routine duties.
Employment History
Previous Registrations
Oppenheimer & CO. INC.
Wells Fargo Advisors, LLC
State Registrations11 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.