Gatens Financial provides investment management, financial planning, and consulting services. Investment management involves creating a portfolio based on your goals and risk tolerance, potentially using stocks, bonds, exchange traded funds, and mutual funds. Financial planning covers areas like net worth, budgeting, investments, retirement, estate, education, tax, and insurance. Consulting services address specific financial situations. Gatens Financial acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$28M
Clients20
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Clients will not be charged a total management fee exceeding the industry average of 3%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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