TrueAdvisor
TrueAdvisor
DC
DC

Daniel S Costello

Tschetter Group
11 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Tschetter Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
451 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

2155 112th Ave Ne, Bellevue, WA, 98004

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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
Tschetter Group
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Ek Riley Investments, LLC
November 2016 - November 2020 · 4 yrs
Ek Riley Investments, LLCBroker
March 2013 - November 2020 · 7 yrs 8 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.