Gateway Wealth Partners provides financial planning, consulting, and investment management services. They create financial plans, offer consulting on various financial areas, and manage investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and independent investment managers. Gateway Wealth tailors its services to each client's needs, considering their risk tolerance, time horizon, and financial situation. They also offer retirement plan consulting services to businesses.
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.