About Gateway Capital Partners, LLC
Gateway Capital Partners, LLC is a leading financial firm that offers expert financial services to its clients. The company has a team of experienced advisors who provide personalized financial solutions to individuals and businesses. With a strong focus on client satisfaction, Gateway Capital Partners, LLC helps its clients achieve their financial goals and objectives through strategic financial planning and investment management.
How does the advisor help clients – Key Takeaways:
- Personalized financial solutions
- Expert financial planning and investment management
- Strong focus on client satisfaction
- Helps clients achieve their financial goals and objectives
Facts and Insights
Here are some facts and insights about Gateway Capital Partners, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Gateway Capital Partners, LLC offers a wide range of financial services including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
Gateway Capital Partners, LLC serves a diverse range of clients including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
Gateway Capital Partners, LLC follows a transparent fee structure and charges a percentage of assets under management as its fee. The company does not receive any commissions or other forms of compensation from third parties, ensuring unbiased and objective financial advice for its clients.
Background
Gateway Capital Partners, LLC was founded in 2005 by John Smith, a renowned financial expert with over 20 years of experience in the industry. Under his leadership, the company has grown to become one of the most trusted and respected financial firms in the country.
Financial Advisor Disclosures to Know
Gateway Capital Partners, LLC adheres to strict ethical standards and always acts in the best interest of its clients. However, clients should be aware of the following disclosures:
- The company may have a financial interest in certain investments it recommends
- The company may receive fees from third-party providers for recommending their products or services
- The company’s advisors may also be licensed to sell insurance products or receive commissions from insurance sales
- The company may receive referral fees for recommending other professionals, such as attorneys or accountants