Gates Investment Advisors provides investment management services to individuals. The firm helps clients determine their financial objectives, manage cash flow, plan for taxes and retirement, and review insurance needs. Gates Investment Advisors does not sell commissioned products. The firm may recommend insurance products or tax preparation services through affiliated businesses, but clients are not required to use these services.
Assets Under Management$23M
Clients124
Advisors2
Avg. per Client$180K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Gates Investment Advisors charges a percentage of the value of your portfolio annually. The annual fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, based on the value of your portfolio on the last business day of each quarter.
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