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
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsRegulatory 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
Angie works as a life insurance agent, dedicating a few hours per week to running quotes, processing applications, and servicing policies. She also works as a financial advisor for Thoroughbred Asset Management, spending about half of her time on this role.