Gateway Wealth, INC.

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Assets Under Management

$84.6M

Number of Clients

105

Number of Advisors

Avg. Portfolio per Client

$806K

Avg. Managed per Advisor

$84.6M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Gateway Wealth helps clients pursue their financial goals by listening to their needs and developing a financial plan. They offer investment portfolio management, tax planning, estate planning, business planning, and insurance planning. Their investment advice focuses on stocks, bonds, mutual funds, exchange-traded funds, CDs, variable annuities, and variable life insurance, using a long-term approach.

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	0.50%
$1M+	0.25%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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Estimated Annual Fee

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Location

OH, United States