G
Gatehill Financial Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
6
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$333,333
About
Gatehill provides financial planning, portfolio management, and insurance and annuity recommendations to individuals, families, professionals and small business owners, frequently those planning for or transitioning into retirement. The firm uses percentage-of-assets-under-management fees for portfolio services and also offers fee-based financial planning engagements.
The firm emphasizes a holistic, written financial plan and an Investment Policy Statement to guide discretionary portfolio management and ongoing monitoring. Portfolios are implemented primarily with U.S.-listed equities, government bonds, mutual funds and ETFs, and the firm generally avoids derivatives, leverage, and short sales.
Gatehill operates a very small practice—managing about $2 million for six clients—and highlights areas of expertise such as estate planning, college savings, elder care, dependent adult family members, and retirement for small business owners. It is licensed to sell life, health and fixed annuity products (for which it may receive commissions), may recommend registered funds with additional liquidity restrictions to accredited investors, and requires clients to appoint Schwab as custodian and to execute trades through Schwab—arrangements that provide operational services to the firm and can give rise to potential conflicts of interest; the firm also does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
College savings (529s, UTMA, etc.)
Elder care planning
Retirement plans for business owners (SEP, solo 401k)
Annuities
Occupation focus
Founder/Business Owner
Retired
Fee options
Flat fee for non-securities financial planning advice charged monthly; fees are negotiable
1.00% to 2.00% per year, variable and negotiable depending on account size and other factors
Commissions received for insurance product sales; customary market commissions and incentive awards apply
Fee-only: Financial planning fees range typically from $2,500 to $10,000, but can be higher; fees are negotiable and based on time estimates for producing the plan
Main office location
Gatehill Financial Consulting, LLC
Charlotte NC, United States
Number of offices
1
Most active in
Gatehill Financial Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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