William Goldsmith
William Goldsmith is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Middleborough, MA, with 30 years of industry experience. William 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
Middleborough, MA
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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
William owns Lifetime Financial Strategies, LLC, dedicating nearly full-time hours to investment-related activities and insurance sales. He also holds various other positions, including Vice President of Insurance Services at Erock Tax and Life and Health Insurance Specialist at F.I. Patnode Insurance, along with business consulting and board member roles.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Jefferson Pilot Securities CorporationBroker
MML Investors Services, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
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.