Gateway Advisors offers investment advice and manages portfolios for a variety of clients, including individuals, high net worth individuals, pension plans, and other institutions. Gateway Advisors uses both technical and fundamental analysis to make investment decisions in equities, bonds, mutual funds, variable annuities, and variable life insurance. Gateway Advisors does not have physical custody of client funds.
Gateway Advisors charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.50%. This fee is calculated monthly and paid after the end of each month. The specific fee percentage is negotiable.