Andrew Booth
Andrew Booth is a registered investment advisor at Gwn Securities INC., based in Bridgewater, NJ, with 12 years of industry experience. Andrew 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
1011 Route 22, Suite 104, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (1)
Criminal
March 2008Other Business ActivitiesSells Insurance
Andrew works as a Financial Representative for ABMM Financial, engaging in financial services and life insurance sales. This is a full-time commitment for Andrew.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Invest Financial CorporationBroker
Essex National Securities, LLCBroker
State Registrations2 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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