Gateway Capital Management provides ongoing investment management and financial planning services. Investment management involves continuous supervision of client accounts, while financial planning includes creating written plans covering investment, retirement, insurance, tax, and education planning. Gateway Capital Management tailors its advice to each client's individual needs and objectives.
Assets Under Management$23M
Clients17
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.20% |
Fees are negotiable based on the type of client, complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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