Casey Weade
Casey Weade is a CFP, ChFC-designated registered investment advisor at Howard Bailey Securities, LLC, based in Fort Wayne, IN, with 15 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,707 clients with $480M 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% |
Fee Estimator
Location
5916 Covington Rd, Fort Wayne, IN, 46804
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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 →Other Business ActivitiesSells Insurance
Casey is the CEO of Howard Bailey Financial, an insurance sales entity, and spends about a quarter of their time there. Casey also manages several other entities including Purpose Based Properties, Rainmaker Marketing Solutions, Howard Bailey Risk Management, Captive Alternative Investments, and Captivating Capital, dedicating minimal time to each.
Employment History
Current Registrations
Howard Bailey Securities, LLC
Previous Registrations
Global Financial Private Capital, LLC
H. Beck, INC.
State Registrations1 state
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