Evan Drury is a ChFC-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Montclair, NJ, with 12 years of industry experience. Evan 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
Montclair, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is an employee of US Financial Services, creating financial plans, dedicating nearly full-time hours to this role. He also works as a financial advisor for Kestra Advisory Services LLC, monitoring financial plans, maintaining client notes, and nurturing long-term relationships, also dedicating nearly full-time hours.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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