Trae Hassebroek is a registered investment advisor at Howard Bailey Securities, LLC, based in Brownsburg, IN, with 1 years of industry experience. Trae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,756 clients with $580M 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 $1.0M | 1.35% |
| $1M+ | 0.75% |
Fees may be billed monthly or quarterly, in advance or arrears. Accounts are typically billed by the third-party manager or sub-advisor.
Fee Estimator
Location
480 E Northfield Dr., Unit 200, Brownsburg, IN, 46112
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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
Howard Bailey Securities, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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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