Gateway Wealth Partners LLC

Item 5. Fees and Compensation
  Gateway Wealth offers services on a fee basis, which includes fixed and/or hourly fees, as well as fees based
  upon assets under management or advisement. Additionally, certain of the Firm’s Supervised Persons, in
  their individual capacities, offer securities brokerage services and/or insurance products under a separate
  commission-based arrangement. For investment management fees associated with participation in the Wrap
  Program, please see the Wrap Brochure.

  Financial Planning and Consulting Fees

  Gateway Wealth charges a fixed and/or hourly fee for providing financial planning and consulting services
  under a stand-alone engagement. These fees are negotiable, but range to $15,000 on a fixed fee basis and/or
  $400 on an hourly basis, depending upon the scope and complexity of the services and the professional
  rendering the financial planning and/or the consulting services. The fee can be for a defined project, such
  as the delivery of a plan, or for ongoing services. If the client engages the Firm for additional investment
  advisory services, Gateway Wealth can, at its discretion, offset all or a portion of its fees for those services
  based upon the amount paid for the financial planning and/or consulting services.

Disclosure Brochure                                               Gateway Wealth Partners, LLC

  The terms and conditions of the financial planning and/or consulting engagement are set forth in the
  Advisory Agreement. For project-based services Gateway Wealth requires one-half of the fee (estimated
  hourly or fixed) payable upon execution of the Advisory Agreement. The outstanding balance is due upon
  delivery of the financial plan or completion of the agreed-upon services. Ongoing services are charged as
  described in the investment management section, below. The Firm does not, however, take receipt of $1,200
  or more in prepaid fees, six or more months in advance of services rendered.

  Wealth Management Fees

  Gateway Wealth offers investment management services for an annual fee based on the amount of assets
  under the Firm’s management. This management fee varies up to 300 basis points (3.00%), depending upon
  a number of factors, including the size and composition of a client’s portfolio, the type and amount of
  services rendered and the individual(s) providing the services. Please read the Fee Comparison information
  in the next section for more information.

  The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
  being managed by Gateway Wealth on the last day of the previous quarter as determined by a party
  independent from the Firm (usually the client’s custodian or another third-party). The Firm can vary its
  billing procedures (including the timing and frequency) when using an Independent Manager or retirement
  plan platform that bills differently. In those circumstances the Firm will bill consistent with the third parties
  if it is in the client’s best interest.

  The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
  may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
  percentage of cash for reasons other than the Firm's investment management decision.

  If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
  payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial
  period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement is
  terminated, the fee for the final billing period is prorated through the effective date of the termination and
  the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate. For
  financial planning services, upon termination, the Firm will refund any unearned, prepaid planning fees
  from the effective date of termination to the end of the quarter.

  For certain Independent Manager relationships, the wealth management fee will be deducted from the
  client’s account with the respective Independent Manager and a portion of the fee will be provided to
  Gateway Wealth based on the Firm’s agreed upon fee with the client. For certain retirement accounts
  managed by an Independent Manager, the Firm will deduct the fee and remit a portion of the fee to the
  Independent Manager. Gateway Wealth is responsible for negotiating the fees with the Independent
  Manager on behalf of clients. Gateway Wealth does not receive any compensation or fees from the
  Independent Manager.

Disclosure Brochure                                              Gateway Wealth Partners, LLC

  For asset management services the Firm provides with respect to certain client holdings (e.g., held-away
  assets, accommodation accounts, alternative investments, etc.), Gateway Wealth can negotiate a fee rate
  that differs from the range set forth above. Clients are advised that a conflict of interest exists for the Firm
  to recommend that clients engage Gateway Wealth for additional services for compensation, including
  rolling over retirement accounts or moving other assets to the Firm’s management. Clients retain absolute
  discretion over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
  recommendations.

  Retirement Plan Consulting Fees

  Fees for retirement plan advisory services are charged an annual asset-based fee of up to 1.50%, billed
  quarterly or monthly pursuant to the terms of the Advisory Agreement. Retirement plan fees are based on
  the market value of assets under management at the end of the prior quarter or month. Fees are negotiable
  depending on the size and complexity of the Plan.

  Fee Discretion
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Item 7. Types of Clients
  Gateway Wealth offers services to individuals, corporations and other business entities, and retirement
  plans.