Austin Costello is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 7 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
Lincoln, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Austin operates Capital Financial Planners as a DBA for his LPL business since 2022 and owns rental real estate since 2020, dedicating minimal time to it. He is also the owner of Send A Boost LLC since 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Consulting & Asset Management
Geneos Wealth Management, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations32 states
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