Irene Lee-Sluys
Irene Lee-Sluys is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 24 years of industry experience. Irene 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
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
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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
Irene is a trustee for The Sluys Family Revocable Trust, a member of Portal 8 LLC (a real estate development company), and leases real estate to a financial business. She also owns Studio B and CaraSkyler Investments LLC, and is associated with IS & Beyond Financial LLC and BLISS Financial Wellness, dedicating full-time hours to the latter.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Waddell & ReedBroker
Waddell & Reed
LPL Financial LLC
LPL Financial LLCBroker
Wm Financial Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Seafirst Investment Services, INC.Broker
State Registrations5 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.