Gatehill Financial Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Charlotte NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Gatehill Financial Consulting LLC · Gatehill Financial Consulting, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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