Gateway Wealth Management in Guntersville, Alabama, offers investment advice and manages portfolios for individuals, families, and institutions. They help clients with investment objectives, asset allocation, and written investment strategies. Gateway Wealth Management uses broker-dealers as custodians and recommends Charles Schwab. They may also use sub-advisors and recommend BAM Advisor Services for qualified plans.
Assets Under Management$38M
Clients44
Advisors1
Avg. per Client$850K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.50% |
| $1.5M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Subject to Minimum Annual Fee of $1,500. Fees are negotiable at the discretion of the Firm. Current clients’ may be subject to different fee schedule than the one below.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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