Erik Schei is a CFA-designated registered investment advisor at Gates Pass Advisors, LLC, based in Los Altos, CA, with 19 years of industry experience. Erik 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erik is the owner of SVGRP, LLC, a consulting business, since 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Gates Pass Advisors, LLC
Previous Registrations
Aria Wealth Management
Sowell Management Services
Concert Capital Management
Private Client Advisors
Concert Wealth Management
Citigroup Global Markets INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.