Gateway Financial Group provides financial planning and investment management services. They offer advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Gateway Financial Group is a fee-only firm and does not sell commissioned products or accept commissions. Investment advice is provided, but the client makes the final investment decisions. They manage investments for clients under a Managed Account Agreement.
Assets Under Management$21M
Clients41
Advisors1
Avg. per Client$520K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable on assets above $2,000,000. Current client relationships may have higher or lower fees than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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