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Christopher Mcmanus

Advisor at GWN Securities Inc.

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GWN Securities Inc. logo

Firm

GWN Securities Inc.

Location

Bryan, TX 77802

Credentials

CFP®, Series 63

Industry experience

22 years

Fee options

Fixed

Flat fees may be charged for financial planning or consulting services; specific amounts not stated.

Percentage

$0 - $250,000: 1.50% (GWN Managed Account Program blended tier example); Platform Fees vary by program, e.g., Fund Strategist Portfolio Program total including optional max manager fee 1.17% $250,000 - $500,000: 1.25% (GWN Managed Account Program blended tier example); Platform Fees lower tiers for other programs, e.g., 1.12% Fund Strategist total including optional max manager fee $500,000 - $1,000,000: 1.00% (GWN Managed Account Program blended tier example); Platform Fees continue to decrease with asset size, e.g., 1.07% Fund Strategist total including optional max manager fee $1,000,000 - $2,000,000: 0.50% (GWN Managed Account Program blended tier example); Platform Fees as low as 0.94% total including optional max manager fee for assets over $5,000,000 in Fund Strategist Portfolio Program

Commissions

Commissions may be earned on new deposits to legacy accounts with SBG or Valic and on new deposits into existing variable annuity contracts.

Project-based

Hourly charges may apply for certain financial consulting or planning services; specific rates not stated.

Other

Account minimum: $25 Minimum fee: Platform fees have minimum annual fees: Fund Strategist Portfolio Program $60; Separately Managed Account $65; Unified Managed Account $65; Advisor Directed Program $25; GWN Managed Account Program $250 minimum annual fee; GWN Premier Program $250 minimum annual fee; GWN Total Access Program $250 minimum annual fee; FMAX Program $250 minimum annual fee Fee-only: Financial consulting and planning services offered; fees are negotiable and may be flat fees or hourly, details not explicitly stated.

Work history

GWN SECURITIES, Inc.

2019 - Present (7 years)

Ameritas Investment Corp.

2017 - 2019 (2 years)

CCF Investments, Inc.

2013 - 2017 (4 years)

Capital Choice Financial Services

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Scott M

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Bryan, TX

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