Bestgate Wealth Advisors manages investment portfolios and offers both one-time and ongoing financial planning services. The firm builds customized portfolios based on each client's goals, time horizon, and risk tolerance, using a mix of mutual funds, exchange-traded funds, fixed income securities, equities, and insurance products. Bestgate Wealth Advisors creates tailored investment strategies using fundamental analysis, modern portfolio theory, and quantitative analysis. In addition to managing investments, the firm provides guidance on retirement planning, tax concerns, life insurance, college savings, and debt management. Bestgate Wealth Advisors works with individuals, high-net-worth clients, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are based on the amount in each bracket and are negotiable based on account size, engagement complexity, and services rendered.
