Gwn Securities INC.
Assets Under Management
$3.7B
Number of Clients
37,091
Number of Advisors
487
Average Client AUM
$98K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GWN Securities, Inc. provides investment advice tailored to clients' needs and objectives through managed accounts. They offer various programs like GWN Managed Account Program, GWN Premier Program, GWN Total Access Program, and FMAX Program. GWN uses sub-advisers and model portfolios, monitoring performance and making changes as needed. Clients may have restrictions on asset management in certain programs.
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
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764