Andrew Ferguson
Andrew Ferguson is a CFP, PFS-designated registered investment advisor at Gateway Wealth Management, LLC, based in Guntersville, AL, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.50% |
| $1.5M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Subject to Minimum Annual Fee of $1,500. Fees are negotiable at the discretion of the Firm. Current clients’ may be subject to different fee schedule than the one below.
Fee Estimator
Location
4951 Spring Creek Drive, Guntersville, AL, 35976
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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 Activities
Andrew is a Certified Public Accountant and partner at Gateway Group, LLC, dedicating about a quarter of his time to providing tax and accounting services. He also provides continuing education in tax, primarily through Auburn University Outreach Program.
Employment History
Current Registrations
Gateway Wealth Management, LLC
Previous Registrations
Gateway Wealth Management, LLC
Michael Ferguson, CPA, CFP
Michael Ferguson, CPA, CFP
State Registrations2 states
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