Gates Integrated Financial & Tax is a registered investment advisor founded in 2026 and based in Indiana, led by Jeremy Gates. The firm provides comprehensive wealth management services that combine ongoing investment management with financial planning covering retirement, cash flow, college savings, insurance, estate planning, and tax strategies. Investment management portfolios are built using a mix of stocks, bonds, mutual funds, and exchange-traded funds based on each client's goals and risk tolerance, with trades executed on a discretionary basis. In addition to wealth management, Gates Integrated Financial & Tax offers standalone tax preparation services for individuals and businesses. The firm operates as a fee-only practice, meaning compensation comes directly from clients rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. Annual fee is subject to a $600 minimum.