Gateway Wealth Partners, LLC
Assets Under Management
$1.2B
Number of Clients
4,121
Number of Advisors
79
Average Client AUM
$303K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gateway Wealth Partners provides financial planning, consulting, and investment management services. They offer a wrap fee program and wealth management services, allocating assets among mutual funds, ETFs, and individual securities. They also provide retirement plan consulting services and utilize independent investment managers.
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
Location
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911