Yannick
Gagne

Towers Watson Investment Services, Inc

CRD#7244551
Investment Advisor
in Irvine, CA

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About this Advisor

Yannick Gagne is a financial advisor based in Irvine, California, working with Towers Watson Investment Services, Inc. Yannick has previously held positions at Willis Towers Watson and Aon. Yannick is registered to provide services in Texas. Currently, Yannick is part of Towers Watson Investment Services, Inc, which operates out of Irvine, California. The firm has 12 offices and 208 employees. The firm manages assets totaling $51.4 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. The fee structure at Towers Watson Investment Services, Inc includes asset-based, hourly, fixed, and other fees.

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2010 Main Street, Suite 1050
Irvine, CA 92614

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Towers Watson Investment Services, Inc Brokerage Details

Total Assets Under Management

$51,371,522,113

CA Average: $6,674,516,078
Total Number of Employees

208

CA Average: 44
Total Number of Accounts

123

CA Average: 2,564
Average Account Size

$417,654,651

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • Other

Yannick Gagne Work History

2015 - Present (10 years)

Willis Towers Watson

2009 - 2015 (6 years)

Aon

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Yannick Gagne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Towers Watson Investment Services, Inc

Joseph Auger
Saint Louis, MO
Cole Jacobs
Atlanta, GA
Samarth Zaveri
Chicago, IL
Travis Gaertner
Seattle, WA
Dakota Burke
Atlanta, GA
Dana Brown
Atlanta, GA
Christy Loop
Alpharetta, GA
Benjamin Leach
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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