Edward Magett
Edward Magett is a registered investment advisor at Gwn Securities INC., based in Hauppauge, NY, with 14 years of industry experience. Edward 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
1300 Veterans Highway, Suite 210, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (2)
Criminal
January 1974Criminal
July 1972Other Business ActivitiesSells Insurance
Edward is an insurance agent offering life insurance and annuities since 2014. He also works as a financial professional under CGAA, Inc., dedicating full-time hours to investment sales.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
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.
Exams
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