Gates Wealth Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$274,127
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$68,532
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Ongoing Financial Planning fees range from $250 to $21,000 monthly; initial fee up to $125,000 for plan construction; Project-Based Financial Planning fixed fees range from $3,000 to $100,000; Educational Seminars fees range from $2,000 to $30,000 per seminar
$0 - $250,000: 1.50% $250,001 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.70% $20,000,001+: 0.60%
Hourly rate of $350 for Project-Based Financial Planning
Minimum fee: Minimum annual fee for Ongoing Financial Planning is $3,000 Fee-only: Firm is fee-only, compensated only by client fees
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Gates Wealth Group
Green Island NY, United States
Number of offices
1
Forms ADV
Quick links
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