Katherine Dyer
Katherine Dyer is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 10 years of industry experience. Katherine 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
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
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Regulatory History (1)
Financial
August 2019Other Business ActivitiesSells Insurance
Katherine is affiliated with Gateway Financial Partners as a DBA for her LPL business and as an agent for non-variable insurance. She also provides investment advisory services through Gateway Wealth Partners, dedicating about half of her time to this activity.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gwn Securities INC.Broker
Park Avenue Securities LLCBroker
State Registrations7 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.