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Financial Consulting Gateway Platform

Financial Consulting Gateway Platform provides you personalized, objective investment advice with 24-7 online access to your accounts. The following fee schedule applies for investments managed using this platform:

Aggregate Market Value 
$ 10,000 to $250,000 one meeting per year* 
$250,000 to $500,000 two meetings per year* 

Investment Management Fee 
1.25% Annually 

Management fees include the following services:  

  • Comprehensive Financial Planning

*Scheduled meeting or conference calls for Retirement Planning, Education Planning, and Tax Planning Strategies. Number of meetings indicated in schedule above.

  • Asset Allocation 
  • Daily Portfolio Monitoring 
  • Monthly Statements 
  • Online access to investment accounts 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.



Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States

Phone: (770) 353-6356
Email: gary@garyalpert.com

Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com

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