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. Gateway Wealth's investment advice is limited to stocks, bonds, mutual funds, exchange-traded funds, certificates of deposit, variable annuities, and variable life insurance. They focus on long-term investment strategies.
Assets Under Management$85M
Clients105
Advisors1
Avg. per Client$810K
Avg. per Advisor$85M
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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