Casey Hande
Advisor at Newedge Advisors
Updated today
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
Bowman, ND 58623
Credentials
Series 66
Industry experience
19 years
About
Casey Hande is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Investment Centers of America, Inc. and NewEdge Advisors, LLC. Outside of his advisory role, he is involved in KC Creek Apparel Company, LLC, an outdoor apparel business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Client services
Based on Newedge Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Flat fees up to $200,000 for financial planning and consulting; fixed fees or project fees for business consulting
$25,000 - $1,000,000: 2.25% (Equity and Balanced Accounts under Advisors Choice) $1,000,001 - $2,000,000: 2.00% (Equity and Balanced Accounts under Advisors Choice) Over $2,000,000+: 1.75% (Equity and Balanced Accounts under Advisors Choice) $25,000 - $500,000: 2.25% (Fixed Accounts under Advisors Choice) $500,001 - $1,000,000: 2.00% (Fixed Accounts under Advisors Choice) $1,000,001 - $2,000,000: 1.75% (Fixed Accounts under Advisors Choice) Over $2,000,000+: 1.50% (Fixed Accounts under Advisors Choice) $0 - $50,000: 2.50% (First $50,000 under Financial Product Management Strategy) $50,001 - $250,000: 2.25% (Next $200,000 under Financial Product Management Strategy) $250,001 - $500,000: 2.00% (Next $250,000 under Financial Product Management Strategy) $500,001 - $1,000,000: 1.75% (Next $500,000 under Financial Product Management Strategy) Over $1,000,000+: 1.50% (Over $1,000,000 under Financial Product Management Strategy) $10,000 - $999,999: 1.75% (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% (Mid Atlantic Fund Strategy) $2,000,000+: 1.25% (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% (Equity and Balanced Accounts under Manager of Managers Programs - Legacy clients) $1,000,001 - $2,000,000: 2.50% (Equity and Balanced Accounts under Manager of Managers Programs) Over $2,000,000+: 2.25% (Equity and Balanced Accounts under Manager of Managers Programs) $100,000 - $1,000,000: 2.00% (Fixed Income Accounts under Manager of Managers Programs) $1,000,001 - $2,000,000: 1.75% (Fixed Income Accounts under Manager of Managers Programs) Over $2,000,000+: 1.50% (Fixed Income Accounts under Manager of Managers Programs) $1,000,000 - $25,000,000: 1.00% (Pension Consulting Services for aggregate 401(k) Sponsor Assets) $25,000,001 - $50,000,000: 0.40% (Pension Consulting Services) Over $50,000,000+: 0.25% (Pension Consulting Services) $1 - $50,000: 2.00% (Non-Discretionary Advisory Services) $50,001 - $250,000: 1.75% (Non-Discretionary Advisory Services) $250,001 - $500,000: 1.50% (Non-Discretionary Advisory Services) $500,001 - $1,000,000: 1.25% (Non-Discretionary Advisory Services) $1,000,000+: 1.00% (Non-Discretionary Advisory Services)
Commissionable securities sales by registered representatives; mutual funds with 12b-1 fees received by NewEdge Securities; conflicts disclosed
Hourly fees range from $0 to $500 per hour for financial planning and consulting; negotiable hourly fees for business consulting
Subscription-based (ongoing) fees for financial planning and consulting on a monthly or quarterly basis; payment via AdvicePay
Minimum fee: $20 per account per calendar quarter (not to exceed $480 per household per year) Fee-only: Hourly fees from $0 to $500 per hour; flat fee from $0 to $200,000 for financial planning and consulting; negotiable fees for business consulting (hourly, project, or contingent fees)
Location
112 South Main Street
Bowman, ND 58623
Most active in
Casey H has reported serving >5 clients in these states in the last 12 months.
Montana · North Dakota · Texas
Work history
NewEdge Advisors, LLC
2019 - Present (7 years)
LPL Financial
2017 - Present (9 years)
Investment Centers of America, Inc.
2007 - 2017 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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