Allan Vera
Allan Vera is a registered investment advisor at Gwn Securities INC., based in Chester, NJ, with 12 years of industry experience. Allan 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
1 Mill Ridge Lane, Suite 201, Chester, NJ, 07930
Get directionsHistory
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
Allan sells annuities through The Annuity Store and life insurance and annuities as President of an insurance business, dedicating about 10-20% of his time and about a quarter of his time respectively. He also serves as President and Investment Advisor Representative for Vera Capital Management, LLC, managing retirement funds full-time, and owns rental property, dedicating minimal time.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Gradient Advisors, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
The Investment Center, INC.Broker
Gwn Securities INC.Broker
The Investment Center, INC.Broker
State Registrations3 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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