Charles Fetters
Charles Fetters is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 29 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,121 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.
Location
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Charles is involved in several business activities. He works with Gateway Financial Partners selling non-variable insurance and as a DBA for LPL business, and is an IAR for Gateway Wealth Partners LLC. He also owns Thee Artisan Woodworker LLC and CMF Financial LLC.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Conscious Capital Wealth Management, LLC
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Waddell & Reed, INC.Broker
Waddell & Reed
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
People's Securities, INC.Broker
Liberty Securities CorporationBroker
Nationwide Advisory Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.