Gateway Financial Advisors Texas (GFAT) manages investment portfolios and provides ongoing comprehensive financial planning. GFAT develops a personal investment policy or plan with an asset allocation target based on the client's individual needs and goals. GFAT also offers ongoing financial planning services for a monthly fee.
Assets Under Management$35M
Clients101
Advisors2
Avg. per Client$340K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable. Nonprofits pay 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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