Gary Latuszewski is a registered investment advisor at Bcg Securities, INC., based in Wexford, PA, with 3 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
8500 Brooktree Rd., Suite 210, Wexford, PA, 15090
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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 →Other Business Activities
Gary works as a tax accountant for TAS Tax and Accounting Services, providing tax preparation, payroll, bookkeeping, and general accounting services. This takes about 10-20% of his time.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
State Registrations1 state
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