Brian Dow is a registered investment advisor at Gateway Wealth Partners, LLC, based in Rifle, CO, with 10 years of industry experience. Brian 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
707 Wapiti Ave., Suite 204A, Rifle, CO, 81650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
Edward Jones
Edward JonesBroker
State Registrations13 states
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