GWN Securities provides a variety of managed account programs and financial consulting services for individuals and businesses. The firm operates primarily through independent financial professionals who help clients select from various third-party portfolio managers, model portfolios, and asset allocation strategies, focusing heavily on mutual funds and exchange-traded funds. GWN Securities offers several investment programs, including the GWN Managed Account Program, the GWN Premier Program, the GWN Total Access Program, and the Fidelity Institutional Wealth Advisors Advisory Program. In addition to investment management, GWN Securities offers financial planning and consulting services covering retirement, estate, tax, and insurance planning. The firm also operates as a registered broker-dealer and maintains affiliations with insurance agencies and other financial service providers.
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%.