Assets Under Management
$158.7M
Number of Clients
62
Number of Advisors
3
Average Client AUM
$2.6M
AUM per Advisor
$52.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
ClearPath Capital Partners offers financial advisory and investment management services, investing in diversified asset classes believed to be undervalued. They provide written summaries of personal wealth strategies and offer comprehensive or targeted financial planning services. They also manage private funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiated depending on a client’s assets and needs.
CA, United States