David Heather
David Heather is a registered investment advisor at Gateway Wealth Partners, LLC, based in Natick, MA, with 19 years of industry experience. David 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
220N Main Street, 301, Natick, MA, 01760
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Regulatory 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
David is a managing partner in H&A, LLC, a real estate rental business, dedicating minimal time. He also provides investment advisory services through Householder Group Estate & Retirement Specialists, LLC, spending nearly all of his time on this activity. David also sells life insurance, long-term care insurance, and fixed annuities through HG Insurance, spending a few hours per week.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
Finacorp SecuritiesBroker
State Registrations3 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.