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
707 Wapiti Ave., Suite 204A, Rifle, CO, 81650
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
Brian is a Planning and Zoning Commissioner, a Jail Ministry Leader, and provides investment advisory services through Advisors' Pride and Gateway Wealth Partners. He is also the Head of School at Liberty Classical Academy DBA Garden School and has a business entity for tax/investment purposes only, dedicating nearly full-time hours to each of these activities.