Gateway Financial & Estate Planning, Inc.

Overview

Gateway Financial & Estate Planning, Inc. is an independent registered investment adviser that focuses on advising individual and family clients. The firm describes its role as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee model includes AUM-based fees, hourly charges, and other fee arrangements. The firm is not positioned as an ESG-focused investor. Gateway operates as a corporation owned by domestic entities/individuals and maintains industry relationships that include other investment advisers and an insurance company affiliation. It reports activity across multiple office locations and uses third-party managers when implementing alternative investments.

Assets & Accounts

Investments & Alternatives

Location & Offices