Kanaka Szabo-Cummings is a CFP-designated registered investment advisor at Gates Pass Advisors, LLC, based in Los Altos, CA, with 26 years of industry experience. Kanaka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
280 2nd Street, Suite 280, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gates Pass Advisors, LLC
Previous Registrations
Kk Wealth Advisors, LLC
Allied Consulting Group
Goldsmith & Szabo LLC
State Registrations2 states
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