Aakash Thakor is a registered investment advisor at Gwn Securities INC., based in Miami Lakes, FL, with 1 years of industry experience. Aakash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
6175 NW 153rd Street, Suite 226, Miami Lakes, FL, 33014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
State Registrations2 states
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