Dylan Barlow is a registered investment advisor at Gateway Investment Advisers, LLC, based in Los Angeles, CA, with 6 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 276 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.42% |
| $5.0M - $10.0M | 0.33% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.23% |
This fee schedule applies to accounts managed under the Gateway Flagship (Index/RA), Active Index-Option Overwrite, or Quality Income strategies. The standard fee for an account managed under the Active Index-PutWrite strategy is 0.35% on assets under management. The standard fee for an account managed under the Global Low Volatility strategy is 1.00% of the account’s asset value. The standard annual fee for an account managed under the Theta Overlay Program℠ is 0.65% of the Notional Value of the account. The standard annual fee for an account managed under the Protected Put Premium Overlay strategy is 0.75% of the Notional Value of the account. The standard annual fee for an account managed under the Index Solutions strategy is 0.75% of the Notional Value of the account. The standard annual fee for an account managed under the Custom Single Stock or Defined Outcome strategies is 0.75% of the account’s asset value. Fees are negotiable for certain client accounts.
Fee Estimator
Location
1875 Century Park E, Suite 1780, Los Angeles, CA, 90067
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 →Employment History
Current Registrations
Gateway Investment Advisers, LLC
Previous Registrations
Belmont Capital Group
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.