Barrett Costello
Barrett Costello is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portsmouth, NH, with 22 years of industry experience. Barrett 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
25 Chestnut St 3rd Fl, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2020Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Quasar Distributors, LLCBroker
Fbr Investment Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations13 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.