Michael Costello is a registered investment advisor at LPL Financial LLC, based in Hamburg, NY, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6000 South Park Ave., Hamburg, NY, 14075-7529
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates his LPL business through M&T Financial Services and works as a Relationship Banker at M&T Bank. He also started SkySeed LLC, a non-investment related business, and spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
AXA Advisors, LLCBroker
State Registrations17 states
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