Joshua Short is a CFP-designated registered investment advisor at Optimalpath Advisors, LLC, based in Church Hill, TN. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
OptimalPath Advisors offers wealth management services, which include investment management and financial planning. This service has a flat annual fee ranging from $4,800 to $7,800, billed monthly or quarterly. There is also an initial planning fee of $1,500 to $5,000, which is credited against ongoing fees for the first two calendar quarters.
Contact
Joshua Short
Location
Church Hill, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Optimalpath Advisors, LLC
State Registrations1 state
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