ClearPath Capital Partners provides investment management and financial planning services to individuals and families, alongside managing private funds. ClearPath uses an active investment management approach, focusing on diversified asset classes and seeking out investments priced below their fair value. The registered investment advisor helps clients build personalized wealth strategies and offers targeted or comprehensive financial planning. In addition to separately managed individual accounts, ClearPath acts as general partner and manager for private investment funds that invest in venture-backed and emerging technology companies. Clients typically include high-net-worth individuals, executives, and professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiable depending on client assets and service needs. Clients with an inception date prior to current schedules may pay different rates.