Michael Rickett
Michael Rickett is a CFA, CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Glastonbury, CT, with 3 years of industry experience. Michael 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
455 Winding Brook Drive, Glastonbury, CT, 06033
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
Michael is affiliated with Gateway Financial Partners as a DBA for LPL business and for non-variable insurance, and with Gateway Wealth Partners LLC as an investment advisor, spending about half his time on the latter. He also has a business entity, Four Town Financial LLC, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Four Town Financial LLC
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
- Joseph Weiss, CFAGateway Wealth Partners, LLC
- Neil Manning, CFPGateway Wealth Partners, LLC
- Jeffrey HainesGateway Wealth Partners, LLC
- Mark GoldbergGateway Wealth Partners, LLC
- Adam Login, CFPGateway Wealth Partners, LLC
- Evan Gilchrest, CFPJanney Montgomery Scott LLC