Dago Casco
Advisor at GWN Securities Inc.
Updated today
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.
Firm
GWN Securities Inc.
Location
Palm Beach Gardens, FL 33418-3764
Credentials
Series 63, Series 65
Industry experience
7 years
About
Dago Casco is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Primerica Advisors and extensive experience in corporate business travel with BCD Travel and American Express Global Business Travel. Outside of advisory work, he is principal of Casco Insurance Group, a full-service insurance and financial services agency. 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 and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.
Client services
Based on GWN Securities Inc.
Financial planning
Portfolio management
Selection of other advisers
Market timing
Expertise
Based on GWN Securities Inc.
Wealth management
Active portfolio management
Tax-loss harvesting
Retirement income strategy
Cash flow / budgeting
Fee options
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
Location
11440 North Jog Road
Palm Beach Gardens, FL 33418-3764
Most active in
Dago C has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
GWN Securities, Inc.
2022 - Present (4 years)
Primerica Advisors
2020 - 2021 (1 year)
BCD Travel
2016 - Present (10 years)
American Express Global Business Travel
2005 - 2016 (11 years)
Primerica Financial Services
2004 - 2021 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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