Gateway Asset Management provides financial planning and portfolio management services. Financial planning includes comprehensive plans and consulting on specific topics. For portfolio management, Gateway creates customized portfolios, sometimes using sub-advisers. Gateway monitors sub-advisers to ensure they adhere to the agreed-upon investment style. Clients can place restrictions on investments.
Assets Under Management$58M
Clients195
Advisors1
Avg. per Client$300K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Annual management fee will not exceed 1.70%. The management fee is negotiable. When a sub-adviser is used, the total combined fee charged to you will not exceed 1.70%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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