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Erik Schei

Gates Pass Advisors, LLC
20 Years of Experience
Bainbridge Island, WA
View SEC Summary
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Erik Schei is a CFA-designated registered investment advisor at Gates Pass Advisors, LLC, based in Bainbridge Island, WA, with 20 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 69 clients with $210M in assets under management.

Gates Pass Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
69 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$207.6M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Percentage of assets under management ranges between 0.25% and 1.00% annually. The firm also offers annual fixed fee structures and combined fixed fee plus percentage options, where total fees will not exceed 3.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bainbridge Island, WA

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History

Regulatory History
Clean regulatory record

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.

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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
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Aria Wealth Management
July 2017 - June 2019 · 1 yr 11 mos
Sowell Management Services
October 2016 - December 2016 · 2 mos
Concert Capital Management
October 2011 - June 2014 · 2 yrs 8 mos
Private Client Advisors
October 2011 - June 2014 · 2 yrs 8 mos
Concert Wealth Management
February 2007 - March 2018 · 11 yrs 1 mo
Citigroup Global Markets INC.
April 2006 - February 2007 · 10 mos
State Registrations3 states
CATXWA
Advisor

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.

Exams
No exam information available for this advisor.
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