Investment Management Fees*
| Market Value of Portfolio | Annual Fee |
|---|---|
|
First $1,000,000 |
1.25% |
|
Second $1,000,000 |
0.75% |
|
Above $2,000,000 |
0.50% |
We charge based on “tiered” pricing that follows the schedule above. For example, someone with $3.5 million with our firm would be charged 1.25% on the first $1 million ($12,500), 0.75% on everything from $1 million to $2 million ($7,500), and 0.50% on the additional $1.5 million ($7,500) for a total fee of $27,500 (which translates to roughly 0.79%).
*For new clients joining Gateway Wealth Management, there is a minimum annual fee of $10,000. Exceptions may be made to our minimum requirement based on various criteria.
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