GWN Securities provides investment advice and portfolio management through managed accounts, using sub-advisors and model portfolios. GWN offers various programs like GWN Managed Account Program, GWN Premier Program, GWN Total Access Program, and FMAX Program. GWN also offers financial consulting and planning services, creating tailored plans based on client's financial situations and goals. GWN's IARs discuss program risks and benefits with clients to determine suitable options.
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.