Jeffrey Miles
Jeffrey Miles is a registered investment advisor at Gateway Wealth Partners, LLC, based in Menasha, WI, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,121 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.
Location
150 Main St Ste 300, Menasha, WI, 54952
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including real estate rentals and providing investment advisory services through McClone Ret and Gateway Wealth Partners. He also works as a Life Risk Advisor for McClone Agency, selling non-variable insurance products.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
Sii Investments, INC.
Sii Investments, INC.Broker
The Leaders Group, INC.Broker
Ing Financial Partners, INC.Broker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations3 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.