Assets Under Management
$84.6M
Number of Clients
105
Number of Advisors
1
Avg. Portfolio per Client
$806K
Avg. Managed per Advisor
$84.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.25% |
All fees are negotiable.
OH, United States