Stephen Gattis is a registered investment advisor at Skg Investment Services, LLC, based in Seattle, WA, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 30 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SKG Investment Services does not directly manage client money. Instead, they help clients select a third-party investment manager. SKG Investment Services is paid a portion of the fee that the third-party manager charges to the client, typically 25% of the manager's fee. The third-party manager typically charges 1% or less of the managed assets. This arrangement does not increase the client's overall cost.
Location
2150 No 107th St, Suite 470, Seattle, WA, 98133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the owner and operator of the accounting firm Gattis Stweart & Associates, P.S. since 1978. He spends about half his time providing accounting services.
Employment History
Current Registrations
Skg Investment Services, LLC
State Registrations1 state
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