Brandon Askew is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 7 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3050 Sienna Dr S Ste 100, Fargo, ND, 58104
Get directionsHistory
Regulatory History (1)
Criminal
October 2003Other Business Activities
Brandon operates several businesses, including Choice Financial Wealth Management, Choice Financial, Choice Wealth, and Halstenson Askew Wealth Advisors, all DBAs for his LPL business. He also provides investment advisory services through ICA Group Wealth Management, LLC, dedicating nearly full-time hours to this activity, and is a partner in TJB Properties LLC, GPFG LLC, and Halstenson & Askew Investments.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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