Todd Pouliot is a registered investment advisor at Gateway Financial, based in Northfield, OH, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 65 clients with $41M 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 | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are paid quarterly in arrears. Fixed annual fees may be negotiated in lieu of portfolio-based fees.
Fee Estimator
Location
Northfield, OH
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Regulatory History (1)
Customer Dispute
November 2018Employment History
Current Registrations
Gateway Financial
Previous Registrations
Spc
Sigma Financial CorporationBroker
Hornor, Townsend & Kent, 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.
Exams
Additional Information
We are bound and committed to placing our clients’ interests ahead of our own. We help plan your financial future by managing your wealth to help you achieve your individual goals and dreams.
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