Jean-Paul Aime
Jean-Paul Aime is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 22 years of industry experience. Jean-Paul 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
Get directionsHistory
Regulatory History (1)
Criminal
June 2003Other Business ActivitiesSells Insurance
Jean-Paul is an agent for non-variable insurance through Focal Point Financial Strategies since 2017, dedicating about a quarter of his time. He is also involved with Focal Point Financial Strategies as a DBA for LPL business and F Point Strategic Consulting, LLC, and provides investment advisory services through Advisor's Pride Inc. and Gateway Wealth Partners.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Edward JonesBroker
PFS Investments INC.Broker
State Registrations12 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.