Advisor at GWN Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fritch, TX
Credentials
Series 66
Industry experience
21 years
Allen Tollett is a Series 66-credentialed advisor with GWN Securities Inc., where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is involved in selling life insurance products, including Medicare supplement and Advantage plans, and markets prepaid legal services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.
Based on GWN Securities Inc.
Based on GWN Securities Inc.
Fixed fees for financial planning services, negotiable
$0 - $250,000: 1.50% annually (GWN Managed Account Program, blended tiered rate on first $250k) $250,000 - $500,000: 1.25% annually (GWN Managed Account Program) $500,000 - $1,000,000: 1.00% annually (GWN Managed Account Program) $1,000,000 - > $1,000,000: 0.50% annually (GWN Managed Account Program on amounts over $1M) $0 - $249,999.99: 1.30% annually (Money by Design Platinum Program Tier I) $250,000 - $749,999.99: 1.05% annually (Money by Design Platinum Program Tier I) $750,000 - > $750,000: 0.80% annually (Money by Design Platinum Program Tier I) $0 - $249,999.99: 1.40% annually (Money by Design Platinum Program Tier II) $250,000 - $749,999.99: 1.20% annually (Money by Design Platinum Program Tier II) $750,000 - > $750,000: 0.95% annually (Money by Design Platinum Program Tier II) $0 - $250,000: 2.00% annually (GWN Total Access Program, blended tiered) $250,000 - $1,000,000: 1.30% annually (GWN Total Access Program) $1,000,000 - $3,000,000: 1.00% annually (GWN Total Access Program) $3,000,000 - $5,000,000: 0.90% annually (GWN Total Access Program) $5,000,000 - $10,000,000: 0.75% annually (GWN Total Access Program) $10,000,000 - > $10,000,000: 0.60% annually (GWN Total Access Program)
Commissions earned on legacy accounts with new deposits, and on sale of insurance and variable annuity products
Hourly rates for financial consulting/planning, negotiable
Account minimum: $2,000 for qualified accounts, $10,000 for non-qualified accounts (minimums may be waived or negotiated) Minimum fee: Platform fees minimums range from $25 to $65 annually depending on program Fee-only: Financial planning and consulting services offered on hourly or fixed fee basis, negotiated per engagement
Fritch, TX
Texas
GWN Securities Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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