Assets Under Management
$1.2B
Number of Clients
4,121
Number of Advisors
79
Average Client AUM
$303K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gateway Wealth Partners provides financial planning, consulting, and investment management services. They manage client assets through various low-cost, diversified mutual funds and ETFs, and may use individual stocks, bonds, and independent investment managers. They also offer retirement plan consulting services to qualified employee benefit plans.
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911