Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
Get directionsRegulatory History (2)
Customer Dispute
July 2012Customer Dispute
June 2008Other Business ActivitiesSells Insurance
David is an insurance agent for multiple companies, including Medicare Masters, West Point Financial Group, Athene, and Ash Brokerage, spending minimal time on each. He also provides investment advisory services through Gateway Wealth Partners (about 10-20% of his time) and operates Gateway Financial Partners LLC as a DBA for his LPL business (full-time).