Gates Pass Advisors provides financial planning and wealth management services. Financial planning covers budgeting, tax, estate, retirement, and investment planning. Wealth management includes ongoing monitoring of investments, often using third-party money managers accessed through the SEI platform. Gates Pass helps clients with their overall financial picture, but clients make the final decisions.
Assets Under Management$190M
Clients66
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Gates Pass Advisors offers wealth management services where they manage your investments on an ongoing basis. Fees can be structured in one of three ways, and are negotiable:
- Annual Fixed Fee: A set dollar amount that varies based on the scope of services and the amount of assets managed. This fee is adjusted annually based on the Consumer Price Index or a 2% increase, whichever is greater.
- Annual Fixed Fee Plus a Percentage of Assets: A combination of a fixed dollar amount (adjusted annually like above) and a percentage-based fee on your investments. The total fee will not exceed 3% of your assets.
- Percentage of Assets Under Management: A percentage-based fee on your investments, ranging from 0.25% to 1.00% per year.
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