Bestgate Wealth Advisors, LLC
Bestgate Wealth Advisors, LLC (CRD# 301639) is a financial advisory firm headquartered in Frederick, MD. They manage $51,676,078 in 207 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management52MILLION
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Total Number of Accounts207ACCOUNTS
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Average Account Value$249,643
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, VA
Timothy Stolz (CRD# 6896913) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 6 years of experience in the finance industry.
Patricia Bush (CRD# 7227352) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 4 years of experience in the finance industry.
Mycha Marshall (CRD# 4560908) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 22 years of experience in the finance industry.
Gregory Will (CRD# 7065990) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has 1 year of experience in the finance industry.