Ashley Costello is a CFP-designated registered investment advisor at Mariner Wealth, based in Willoughby, OH, with 11 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
Willoughby, OH
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ashley works as a notary for clients, dedicating minimal time to this non-investment related activity. She also works nearly full-time as an Investment Advisory Representative for Financial Planners of Cleveland, Inc. DBA NCA Financial Planners, and spends minimal time as an on-air personality for a local AM radio show.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Sequoia Financial Group, L.L.C.
Nca Financial Planners
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Nca Financial Planners
Royal Alliance Associates, INC.Broker
State Registrations1 state
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