Advisor at Gateway Asset Management, LLC
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Firm
Gateway Asset Management, LLC
Location
Independence, OH 44131
Credentials
Series 63
Industry experience
31 years
Thomas Craft is a financial advisor at Gateway Asset Management, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Financial Advisors Corp and Artista Financial Group. In addition to his advisory role, he provides tax planning services through Arista Financial Group. Gateway Asset Management, LLC serves individuals, corporations, and charitable organizations, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes tactical asset allocation with moderately active rebalancing and utilizes proprietary model portfolios alongside third-party sub-advisers.
Based on Gateway Asset Management, LLC
Based on Gateway Asset Management, LLC
Comprehensive Financial Planning fixed fee of $10,000 (negotiable)
up to 1.70% annually (negotiable)
$300 per hour for Financial Consulting Services
Fee-only: Comprehensive Financial Planning: fixed fee of $10,000 (negotiable); Financial Consulting: $300/hour
2 Summit Park Drive, Suite 100
Independence, OH 44131
Ohio · Texas
Gateway Asset Management, LLC
2020 - Present (6 years)
Gateway Financial Advisors, LLC
2016 - Present (10 years)
Belpointe Insurance, LLC
2016 - 2021 (5 years)
Belpointe Asset Management, LLC
2016 - 2021 (5 years)
Lincoln Financial Advisors Corp
2007 - 2016 (9 years)
Artista Financial Group
2000 - 2024 (24 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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