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
8985 E. Bell Road, Scottsdale, AZ, 85260
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 ActivitiesSells Insurance
Amy operates Apple Tree Lane Wealth Management as a DBA for her LPL business and works as an advisor for Householder Group Estate & Retirement Specialists. She also works with MS Insentra selling non-variable insurance, dedicating a few hours per week.