Michael Kitzman
Michael Kitzman is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 22 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
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.
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Michael provides administrative support to Advisors' Pride and Gateway Wealth Partners, independent investment advisor firms, dedicating full-time and about a quarter of his time respectively. He is also involved with Gateway Financial Partners, Gateway Partners Holdings LLC, and Gateway Growth Partners, LLC, primarily for business, tax, or investment purposes, spending minimal time on the latter.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
Invest Financial CorporationBroker
Investment Centers of America, INC.
National Planning CorporationBroker
Investment Centers of America, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
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.