Michael Tcheyan
Michael Tcheyan is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Naples, FL, with 20 years of industry experience. Michael 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
Naples, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2001Other Business Activities
Michael is a partner in CM Tcheyan LLC, a non-investment related holding company for real estate, and files taxes for the firm. He spends minimal time on this business.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
Previous Registrations
Investment Strategy Advisors INC.
State Registrations2 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.