Advisor at Gateway Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gateway Wealth Management, LLC
Location
Guntersville, AL 35976
Credentials
CFP®, PFS™, Series 63
Industry experience
16 years
Andrew Ferguson is a CFP® and PFS™ with 16 years of industry experience. He is the principal of Gateway Wealth Management, LLC, where he has worked since 2014. In addition to his advisory role, Ferguson is a certified public accountant and partner at Gateway Group, LLC, providing tax and accounting services to individuals and small businesses. He also delivers continuing education in tax topics for CPAs and attorneys, often through Auburn University’s Outreach Program. Gateway Wealth Management, LLC offers investment advisory and portfolio management services to individuals, trusts, employee benefit plans, and other entities. The firm employs a tailored investment approach and integrates tax and investment services through its affiliation with an accounting and consulting firm.
$0 - $500,000: 1.00% annually (subject to minimum annual fee of $1,500) $500,001 - $1,500,000: 0.50% annually $1,500,001 - $5,000,000: 0.30% annually $5,000,001+: 0.20% annually
Hourly fee rates ranging from $125 to $350 per hour for financial planning and consultation
Account minimum: $150,000 Minimum fee: Minimum Annual Fee of $1,500 on first $500,000 of assets Fee-only: Financial planning and investment consultation services charged hourly at $125 - $350 per hour, billed in six-minute increments; fees negotiable and may be waived as part of asset management fee
4951 Spring Creek Drive
Guntersville, AL 35976
Alabama · Texas
Gateway Wealth Management, LLC
2014 - Present (12 years)
Gateway Group, Llc
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Guntersville, AL
Eden Financial
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
CFP®, Series 63
Guntersville, AL
Steward Partners Investment Advisory, LLC
Series 66
Guntersville, AL
Steward Partners Investment Advisory, LLC
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
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