Steven Schramm
Steven Schramm is a registered investment advisor at Gwn Securities INC., based in Adel, GA, with 23 years of industry experience. Steven 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
125 South Burwell Ave., Adel, GA, 31620
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2014Regulatory
December 2008Other Business ActivitiesSells Insurance
Steven owns Crown Wealth Management, a DBA for selling securities and insurance products, and is an independent insurance agent selling fixed insurance products. He also works full-time marketing retirement planning products and services for Your OneSource Solution and spends a few hours per week as the owner of a gift shop.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Pan-American Financial AdvisersBroker
State Registrations16 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.