Gateway Wealth Partners, LLC

Gateway Wealth Partners, LLC is a registered investment adviser based in Appleton, WI, established in September 2022. The firm offers financial planning, consulting, and investment management services. As of December 31, 2024, the firm had $1,249,772,416 in regulatory assets under management. Gateway Wealth primarily uses fundamental and technical analysis for investment strategies, focusing on long-term goals. Clients can engage the firm for wealth management services, including discretionary and non-discretionary portfolio management. The firm may recommend specific investments, asset allocations, and portfolio adjustments based on client goals and risk tolerance. Gateway Wealth charges fixed or hourly fees for financial planning and consulting services, ranging up to $15,000 or $400 per hour. For investment management services, clients are charged an annual fee up to 2.00% based on assets under management. The firm may receive compensation from LPL Financial LLC for program fees, creating a conflict of interest. Clients have the option to direct brokerage transactions and may request to use a specific financial institution for transactions. The firm does not accept proxy voting authority and does not disclose financial information as specified in the instructions. Clients are encouraged to review account statements and reports regularly and discuss any changes in financial goals with the firm.