Andrea Wolfe
Andrea Wolfe is a registered investment advisor at Gateway Wealth Partners, LLC, based in Niantic, CT, with 19 years of industry experience. Andrea 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
Niantic, CT
Get directionsHistory
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 ActivitiesSells Insurance
Andrea operates her LPL business through Gateway Financial Partners and dedicates full-time hours to it. She also engages in non-variable insurance activities through Gateway Financial Partners, spending minimal time on it, and provides investment advisory services through Gateway Wealth Partners LLC, dedicating full-time hours to it.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Conscious Capital Wealth Management, LLC
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Waddell & Reed
Waddell & Reed, INC.Broker
Cco Investment Services CORP.Broker
CUNA Brokerage Services, INC.Broker
State Registrations6 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
More Advisors
- Paul Economou, CFPStrategic Advisers LLC
- Jesse Perrault, CFPEdward Jones