Gateway Wealth Management (GWM) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. GWM creates investment plans and manages client portfolios with discretionary authority. GWM also provides financial planning services, including investment, retirement, college, tax, debt/credit, estate, and charitable planning. GWM primarily recommends ETFs and mutual funds.
Assets Under Management$36M
Clients47
Advisors1
Avg. per Client$770K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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