Gates Pass Advisors, LLC
Assets Under Management
$188.0M
Number of Clients
66
Number of Advisors
2
Average Client AUM
$2.8M
AUM per Advisor
$94.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gates Pass Advisors provides comprehensive financial planning and ongoing wealth management services. Investment advice is tailored to client objectives and needs. They may recommend third-party money managers via the SEI Platform. Client portfolios are constructed using diversified investments.
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
Location
280 2nd Street, Suite 280, Los Altos, CA, 94022