Joshua Hasselbach is a registered investment advisor at Tradewell Securities, LLC, based in Fort Wayne, IN, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 415 clients with $270M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. A technology fee of up to $5 will be added per account.
Fee Estimator
Location
130 West Main Street, #100, Fort Wayne, IN, 46802
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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 →Employment History
Current Registrations
Tradewell Securities, LLC
Previous Registrations
Cx Institutional, LLC
U.S. Capital Wealth Advisors, LLC
Usca RIA LLC
Usca Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Fbr Capital Markets & CO.Broker
RBC Capital Markets, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Deutsche Bank Securities INC.Broker
State Registrations1 state
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