Francis Milo
Francis Milo is a registered investment advisor at Gwn Securities INC., based in South River, NJ, with 33 years of industry experience. Francis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37,793 clients with $4.8B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Schedule represents the standard GWN Managed Account Program. Other programs such as Premier, Total Access, and FMAX have separate fee schedules or negotiable rates up to 2.00%.
Fee Estimator
Location
183 Hillside Avenue, South River, NJ, 08882
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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
Francis is an owner and insurance agent at Frank G. Milo Insurance Agency since 2006, offering various insurance products and reviewing client needs, dedicating nearly full-time hours to this role. He also works as an Investment Advisor Representative at Latitude Advisors, LLC since 2010, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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