Michael Costopoulos
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Okeechobee, FL 34974-5903
Credentials
PFS™, Series 66
Industry experience
24 years
Michael Costopoulos is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 24 years of industry experience. He is also a partner and CPA at Costopoulos & Helton, P.A., an accounting and tax consulting firm he has been involved with since 1982. Additionally, he serves as a trustee and personal representative for probate and trust management and holds a notary public commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
195 S. W. 28 Th Street
Okeechobee, FL 34974-5903
Florida · Texas
Costopoulos & Associates, LLC
2026 - Present (1 year)
Costopoulos Ellis & Associates, LLC
2023 - 2026 (3 years)
Copperleafe Wealth Management, LLC
2018 - Present (8 years)
Cetera
2004 - Present (22 years)
CETERA Financial Specialists LLC
2004 - Present (22 years)
Copperleafe Wealth Management, LLC
2002 - 2018 (16 years)
Costopoulos & Helton, PA
1982 - Present (44 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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