Gates Pass Advisors, LLC is a reputable investment advisory firm located in Los Altos, CA. With over 20 individual clients and a staggering $125,303,000 in assets under management, they have firmly established themselves as a trusted partner in wealth management. Despite being a small firm, Gates Pass Advisors, LLC operates from a single office and possesses the expertise to effectively manage employer funds alongside their extensive experience in handling 401K and individual accounts.
Notably, 100% of the assets they manage are discretionary, emphasizing the firm's commitment to making informed investment decisions on behalf of their clients. The majority of their managed assets belong to high-net-worth individuals, demonstrating their ability to cater to the unique needs of affluent clientele.
Gates Pass Advisors, LLC employs a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. With two dedicated employees, each providing exceptional investment advisory services, the firm ensures personalized attention and a high level of expertise to meet their clients' financial goals.
On average, Gates Pass Advisors, LLC manages approximately $62,650,000 in assets under management per investment advisor, which aligns with industry standards. The firm takes pride in the long tenures of their registered advisors, exemplified by the commitment and experience of Kanaka Szabo-Cummings and Erik Schei.
As a client-centric firm, Gates Pass Advisors, LLC is dedicated to delivering tailored investment strategies, comprehensive financial guidance, and exceptional service to their esteemed clientele in Los Altos, CA, and beyond.