Henry Mondschein
Henry Mondschein is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 23 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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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
Henry offers disability insurance and sells indexed annuity and life products, dedicating about 10-20% of his time to these activities. He also serves as a board member for Temple Beth Israel Preservation Society and is an agent for True Freedom Home Care Plans, spending minimal time on each.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
State Registrations6 states
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.