Advisor at Gateway Financial Group, Inc.
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 Financial Group, Inc.
Location
Richmond, VA 23226
Credentials
Series 65
Industry experience
27 years
Charles Albertson is a Series 65 licensed financial advisor with 27 years of industry experience. He has been the sole advisor at Gateway Financial Group, Inc. in Richmond, VA since 1998. Gateway Financial Group provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only registered investment adviser, employing a strategic asset-allocation approach that combines passive index funds and ETFs with selectively chosen active funds, and is integrated with an affiliated accounting practice that provides substantial tax services.
Based on Gateway Financial Group, Inc.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: Negotiable
$200.00 per hour for financial planning or advisory service if requested
Minimum fee: $500 minimum for financial plan fee, negotiable Fee-only: Fee-only financial planning and investment management; no commissions or commissions accepted.
1700 Bayberry Court, Ste. 100
Richmond, VA 23226
Virginia
Gateway Financial Group, Inc.
1998 - Present (28 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.
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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