Christopher Andrew Mccaman

CFA · CFP

Gateway Wealth Partners, LLC

22 Years of Experience

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Firm Information

Gateway Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

79 advisors

Number of Clients

4,121 clients

Average Client Portfolio

$303K average

Assets Under Management

$1.2B

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:Up to $15,000

Hourly Rate:Up to $400/hr

Gateway Wealth charges fees for financial planning, consulting, and investment management. Financial planning fees range up to $15,000 on a fixed fee basis or $400 hourly. Investment management fees vary up to 3.00% annually based on portfolio size and services rendered. Retirement plan advisory fees are up to 1.50% annually. Fees are negotiable based on various factors. Clients may incur additional third-party charges.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

209 E Pier St, Port Washington, WI, 53074

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Regulatory History (1)

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Regulatory

May 2003

Final

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Other Business Activities

Christopher is involved in several business activities, including Del Mar Strategic Partners LLC (tax/investment purposes), Miller and Mecoli LLC (real estate rental with minimal involvement), Gateway Financial Partners (DBA for LPL business), and Gateway Wealth Partners LLC (Registered Investment Advisor). He dedicates full-time hours to Gateway Financial Partners and Gateway Wealth Partners LLC.