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How does the advisor help clients – Key Takeaways:
EGATEWAY CAPITAL, LLC is committed to providing top-notch financial expertise and guidance to its clients. Through its team of experienced advisors, the firm helps individuals and businesses achieve their financial goals.
Facts and Insights
EGATEWAY CAPITAL, LLC was founded in 2005 and has been in business for over 15 years. With over 50 advisors on their team, the firm has managed to accumulate assets under management (AUM) of $2 billion.
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 50+ | $2 billion |
Financial Services Offered
The firm offers a comprehensive range of financial services to its clients. This includes investment management, retirement planning, estate planning, tax planning, and wealth management.
Client Types
EGATEWAY CAPITAL, LLC serves a diverse group of clients, including individuals, families, and businesses. They also cater to high net worth individuals and institutional investors.
Fees & Compensation
The firm charges its clients based on a percentage of their AUM, typically ranging from 1-2%. This incentivizes the firm to grow its clients’ assets and aligns their interests with that of their clients.
Background
The advisors at EGATEWAY CAPITAL, LLC have a wealth of knowledge and experience in the financial industry. They are constantly staying updated with the latest market trends and regulations to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a regulated firm, EGATEWAY CAPITAL, LLC is required to make certain disclosures about its services and potential conflicts of interest. Clients can find all the necessary information on the firm’s website or by speaking to their advisor.