Christopher Mccaman
Christopher Mccaman is a CFA, CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Port Washington, WI, with 23 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
206 E Pier St, Port Washington, WI, 53074
Get directionsHistory
Regulatory History (1)
Regulatory
May 2003Other Business Activities
Christopher is involved in several business activities, including Del Mar Strategic Partners LLC (tax/investment purposes), Miller and Mecoli LLC (real estate rental with minimal involvement), Gateway Financial Partners (DBA for LPL business), and Gateway Wealth Partners LLC (Registered Investment Advisor). He dedicates full-time hours to Gateway Financial Partners and Gateway Wealth Partners LLC.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Capital Wealth Advisors, LTD.
Del Mar Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Stratus Capital Management, LLC
First Investors CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.