David Foster
David Foster is a CFP-designated registered investment advisor at Gateway Wealth Management, LLC, based in Saint Louis, MO, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 47 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. There is a minimum annual fee of $10,000.
Fee Estimator
Contact
David Foster
Location
1034 S. Brentwood Blvd, Ste 1603, Saint Louis, MO, 63117
Get directionsHistory
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 licensed insurance agent.
Employment History
Current Registrations
Gateway Wealth Management, LLC
Previous Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.
Exams
Additional Information
Hi! I’m David, the founder of Gateway Wealth Management, LLC. That photo is of me in my happy place at the top of a 14 thousand foot peak in Southwest Colorado. Feel free to go to my website if you'd like to see the clean shaven, professional looking version.