How does the advisor help clients – Key Takeaways:
GATEWAY CAPITAL MANAGEMENT prides itself on being a leading financial management firm, providing expert services to a wide range of clients. With a team of experienced professionals and a wealth of knowledge, they are able to provide top-of-the-line financial advice and assistance to all their clients.
Their services revolve around providing comprehensive financial management solutions, tailored to each client’s individual needs and goals. With their expertise and resources, they offer clients sound financial guidance and help them navigate the complex world of investments, retirement planning, estate planning, and more.
Overall, clients can expect personalized, transparent, and reliable service from GATEWAY CAPITAL MANAGEMENT, as they strive to help their clients achieve financial success.
Facts and Insights
As a leading financial management firm, GATEWAY CAPITAL MANAGEMENT has a wealth of facts and insights to offer their clients. The following are some key takeaways and important numbers to know about this firm:
- Assets under Management: As of the latest publicly available information, GATEWAY CAPITAL MANAGEMENT managed over $1.5 billion in assets.
- Number of Advisors: With a team of 15 experienced and qualified advisors, clients can expect a high level of personalized attention and expertise from GATEWAY CAPITAL MANAGEMENT.
- Time in Business: Established in 2001, GATEWAY CAPITAL MANAGEMENT has been in the business for over 20 years, establishing a strong track record of success and reliability.
Financial Services Offered
GATEWAY CAPITAL MANAGEMENT offers a comprehensive range of financial services to cater to all their clients’ needs. These include:
- Investment Management
- Retirement and Financial Planning
- Estate Planning
- Tax Planning
- Insurance Strategies
- Education Planning
With their expertise and resources, GATEWAY CAPITAL MANAGEMENT is able to provide well-rounded and personalized financial advice and assistance to help their clients reach their goals.
Client Types
GATEWAY CAPITAL MANAGEMENT works with a diverse client base, including individuals, families, and institutions such as corporations and non-profit organizations. Their clients range from high net-worth individuals to those just starting on their financial journey, and they are committed to providing the same level of excellent service to all their clients, regardless of their needs or assets.
Fees & Compensation
GATEWAY CAPITAL MANAGEMENT is a fee-only firm, meaning they do not receive any form of commission or referral fees for their services. This ensures that their clients’ interests are their top priority and avoids any potential conflicts of interest.
Their fees are based on a percentage of assets under management, and they also offer hourly consulting fees for specific financial needs. This transparent fee structure allows clients to budget more effectively and understand the exact cost of their services.
Background
GATEWAY CAPITAL MANAGEMENT was founded in 2001 by a team of seasoned financial professionals with a shared vision of providing reliable, personalized, and transparent financial services. Today, they continue to be at the forefront of the industry, with a strong track record of success and a commitment to their clients’ financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, GATEWAY CAPITAL MANAGEMENT has a fiduciary duty to act in their clients’ best interests. This means transparently disclosing any potential conflicts of interest and fully disclosing all fees and compensation. In addition, they are required to provide their clients with a copy of their Form ADV, which outlines their business practices, fees, and potential conflicts of interest.