Bon Keomany is a registered investment advisor at Gateway Wealth Partners, LLC, based in Fort Myers, FL, with 21 years of industry experience. Bon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
Fort Myers, FL
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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
Bon owns rental real estate in Florida and Colorado, dedicating minimal time to each. He also works full-time as an Investment Advisor Representative (IAR) for Gateway Wealth Partners, LLC, providing investment advisory services.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Amcore Investment Services, INCBroker
Edward Jones
Edward JonesBroker
State Registrations13 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.
Exams
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