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Kelly Costello

Waldron Private Wealth
22 Years of Experience
Plymouth, MI
May Earn Commission
View SEC Summary
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Kelly Costello is a registered investment advisor at Waldron Private Wealth, based in Plymouth, MI, with 22 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 517 clients with $5.5B in assets under management.

Waldron Private Wealth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
517 clients
Average Client Portfolio
$10.6M average
Assets Under Management
$5.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment management fees vary up to 1.50% based on objective and subjective factors such as asset amount, advisement assets, complexity, and service scope. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

177 N. Main Street, Suite 200, Plymouth, MI, 48170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Waldron Private Wealth
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.Broker
March 2017 - January 2024 · 6 yrs 10 mos
Raymond James & Associates, INC.
March 2017 - January 2024 · 6 yrs 10 mos
Wells Fargo Clearing Services, LLC
March 2012 - March 2017 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
March 2012 - March 2017 · 5 yrs
Neuberger Berman LLC
March 2008 - March 2010 · 2 yrs
Neuberger Berman LLCBroker
March 2008 - March 2010 · 2 yrs
New England Securities Corporation
March 2007 - March 2008 · 1 yr
New England SecuritiesBroker
October 2006 - March 2008 · 1 yr 5 mos
Pershing Advisor Solutions LLCBroker
September 2005 - July 2006 · 10 mos
Pershing LLCBroker
March 2005 - September 2005 · 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2004 - March 2005 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - March 2005 · 2 yrs 11 mos
First Montauk Securities CORP.Broker
October 2001 - March 2002 · 5 mos
State Registrations3 states
MIPATX
Advisor

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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