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Barrett Costello

Ameriprise Financial Services, LLC
23 Years of Experience
Stow, MA
1 DisclosureBroker
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Barrett Costello is a registered investment advisor at Ameriprise Financial Services, LLC, based in Stow, MA, with 23 years of industry experience. Barrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stow, MA

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History

Regulatory History (1)
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Judgment / Lien
November 2020
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Other Business Activities

Barrett serves on the Board of Directors for Costello and advises the President and Board of Trustees of Roger Williams University. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2022 - Present · 4 yrs 6 mos
Ameriprise Financial Services, LLC
February 2020 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Stratos Wealth Partners, LTD
August 2017 - February 2020 · 2 yrs 6 mos
LPL Financial LLCBroker
August 2017 - March 2020 · 2 yrs 7 mos
Neuberger Berman Bd LLC
September 2014 - February 2017 · 2 yrs 5 mos
Neuberger Berman Bd LLCBroker
March 2014 - February 2017 · 2 yrs 11 mos
Quasar Distributors, LLCBroker
February 2013 - February 2014 · 1 yr
Fbr Investment Services, INC.Broker
July 2007 - November 2012 · 5 yrs 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
December 2001 - July 2006 · 4 yrs 7 mos
State Registrations14 states
CADEFLILMAMENCNHNJNYPARISCVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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