TrueAdvisor
TrueAdvisor
DL
DL

Daniel Labroad

Gateway Wealth Partners, LLC
13 Years of Experience
Newburyport, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Labroad is a registered investment advisor at Gateway Wealth Partners, LLC, based in Newburyport, MA, with 13 years of industry experience. Daniel 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

Newburyport, MA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Daniel operates his LPL business through Gateway Financial Partners and Gateway Financial Partners LLC. He also provides investment advisory services through Gateway Wealth Partners LLC, dedicating nearly full-time hours to this activity. Daniel also engages in non-variable insurance activities through Gateway Financial Partners, spending minimal time on it.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Prudential Financial Planning Services
April 2020 - July 2022 · 2 yrs 3 mos
Pruco Securities, LLC.Broker
March 2019 - July 2022 · 3 yrs 4 mos
Putnam Investment Management, LLC
August 2016 - June 2018 · 1 yr 10 mos
Putnam Retail Management Limited PartnershipBroker
July 2012 - June 2018 · 5 yrs 11 mos
State Registrations2 states
CAMA
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.
More Advisors
More financial advisors in Newburyport, MA →All financial advisors in Massachusetts →