Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gates Pass Advisors offers combined financial planning and wealth management services with fees structured as an annual fixed fee, an annual fixed fee plus a percentage of assets under management, or a percentage of assets under management. Stand-alone financial planning fees start at $5,000 for initial plans and $2,000 for updates. Financial planning fees are negotiable. A minimum liquid net worth of $2,000,000 and a minimum annual fee of $10,000 is required for ongoing wealth management services.
Areas of Practice
Advisor Information
Office location
280 2nd Street, Suite 280, Los Altos, CA, 94022
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Erik is the owner of SVGRP, LLC, a consulting business, since 2016. This activity is not investment-related and requires minimal time.