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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bon owns rental real estate in Florida and Colorado, dedicating minimal time to each. He also works full-time as an Investment Advisor Representative (IAR) for Gateway Wealth Partners, LLC, providing investment advisory services.