Facts and Insights
Assets Under Management, Number of Advisors, and Time in Business:
At GATEWAY CAPITAL FINANCIAL SERVICES LLC, clients can expect to work with a team of highly experienced financial experts who specialize in managing assets and providing strategic financial advice. With over 20 years of combined experience, the team at GATEWAY CAPITAL has a deep understanding of the financial industry and is dedicated to helping clients achieve their financial goals.
Here’s a breakdown of the firm’s current assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
GATEWAY CAPITAL FINANCIAL SERVICES LLC offers a wide range of financial services to help clients with all aspects of their financial planning and management. Some of the services provided include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer strategies
The team at GATEWAY CAPITAL works closely with clients to understand their unique financial situation and create a personalized plan that aligns with their short and long-term goals.
Client Types
GATEWAY CAPITAL caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The team’s expertise and experience allow them to provide comprehensive financial services to a wide range of clients with varying financial needs and goals.
Fees & Compensation
GATEWAY CAPITAL is an independent financial advisory firm and operates on a fee-based structure. This means that the firm is compensated through a percentage of assets under management. This structure is designed to align the firm’s interests with that of their clients, as their compensation is directly tied to the success of their clients’ investments.
Background
GATEWAY CAPITAL FINANCIAL SERVICES LLC was founded in 2005 by a group of financial experts with a passion for helping clients achieve their financial goals. The firm has since grown to become one of the leading financial advisory firms in the industry, known for its dedication to providing personalized and strategic financial advice.
The team at GATEWAY CAPITAL is highly qualified and experienced, with various professional designations and certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a financial advisory firm, GATEWAY CAPITAL is required to disclose any potential conflicts of interest or legal or disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).
It is important for clients to be aware of these disclosures and to understand their implications when making decisions about their financial future. The team at GATEWAY CAPITAL is committed to maintaining complete transparency and providing clients with all the necessary information to make informed decisions.
Overall, GATEWAY CAPITAL FINANCIAL SERVICES LLC is dedicated to helping clients achieve financial success by providing personalized and strategic financial advice. With a strong track record of success and a team of highly qualified experts, clients can trust that they are in good hands with GATEWAY CAPITAL.