Gavin Gochnour is a registered investment advisor at Bna Wealth, based in Rock Hill, SC, with 4 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 542 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNA Wealth charges for investment management based on a percentage of the value of your portfolio. Specific fee percentages are individually negotiated with each client and are typically billed quarterly in advance or in arrears.
Location
596 Herrons Ferry Road, Suite 300, Rock Hill, SC, 29730
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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 →Employment History
Current Registrations
Bna Wealth
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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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