Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers various managed account programs with fees based on assets under management. These fees cover the firm's services, and in some cases, a portion is paid to sub-advisers. The FMAX programs have platform fees that vary depending on the program and asset level. Minimum annual platform fees range from $25 to $65 per account. No commissions or 12b-1 fees are earned by GWN Securities on any assets held in advisory accounts with some exceptions.
Areas of Practice
Advisor Information
Office location
1821 Walden Office Square, #400, Schaumburg, IL, 60173
Get directionsRegulatory History (2)
Customer Dispute
June 2010Customer Dispute
September 2002Other Business ActivitiesSells Insurance
David is an insurance agent selling life, health, long-term care, and annuity insurance since 2001, dedicating about 10-20% of his time to this activity. He also works full-time as a financial professional at Latitude Advisors, LLC since 2009.