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Charles Minahan

Gateway Wealth Partners, LLC
20 Years of Experience
Glastonbury, CT
Broker
View SEC Summary
View SEC Summary

Charles Minahan is a registered investment advisor at Gateway Wealth Partners, LLC, based in Glastonbury, CT, with 20 years of industry experience. Charles 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.

Gateway Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

455 Winding Brook Drive, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Charles is an agent for Gateway Financial Partners, doing business as LPL, and spends the majority of his time there. He also provides investment advisory services through Gateway Wealth Partners, dedicating a few hours per week.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
April 2023 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
November 2017 - April 2023 · 5 yrs 5 mos
National Planning CorporationBroker
May 2013 - November 2017 · 4 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2013 - November 2017 · 4 yrs 6 mos
Next Financial Group, INC.
January 2009 - May 2013 · 4 yrs 4 mos
Next Financial Group, INC.Broker
January 2009 - May 2013 · 4 yrs 4 mos
Ameriprise Financial Services, INC.
May 2006 - January 2009 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
April 2006 - January 2009 · 2 yrs 9 mos
State Registrations27 states
AZCACOCTDEFLGAILLAMAMDMEMIMNNCNHNJNYPARISCTXUTVAVTWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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