Andrew Booth
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.
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
Bridgewater, NJ 08807
Credentials
Series 66
Industry experience
11 years
Andrew Booth is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Cetera, Invest Financial Corp., and Investors Bank. Outside of his advisory role, he is also a financial representative involved in life insurance sales and financial services under the DBA ABMM Financial. 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 managed-account programs, including legacy market-timing and momentum-based strategies.
Based on GWN Securities Inc.
Based on GWN Securities Inc.
Flat financial planning or consulting fees available, negotiated case-by-case
$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)
Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees
Hourly fees for financial consulting/planning services; negotiated based on scope and complexity
Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)
1011 Route 22, Suite 104
Bridgewater, NJ 08807
New Jersey
GWN SECURITIES, Inc.
2024 - Present (2 years)
Citizens Securities, Inc.
2022 - 2024 (2 years)
Cetera
2021 - 2022 (1 year)
Cetera Investment Services Llc
2017 - 2022 (5 years)
Invest Financial Corp.
2015 - 2017 (2 years)
Investors Bank
2013 - 2022 (9 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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