Gateway Financial manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and estate planning. Additionally, Gateway Financial provides ongoing financial planning services where clients work with a planner to develop and implement their plan. When appropriate, Gateway Financial utilizes the services of third-party investment advisers.
Assets Under Management$31M
Clients69
Advisors1
Avg. per Client$450K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable. When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s fee, and Gateway Financial’s advisory fee, and will remit Gateway Financial’s fee to Gateway Financial.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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