ClearPath Wealth Management manages investment portfolios for clients, making changes as needed based on their goals. They primarily use mutual funds, exchange-traded funds (ETFs), and individual stocks. They may also use third-party money managers. ClearPath also offers financial planning services, helping clients with short- and long-term goals, cash flow, retirement, and estate planning. Financial planning is included with investment management, but is also offered separately at an hourly rate.
Assets Under Management$64M
Clients165
Advisors4
Avg. per Client$390K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 1.15% |
Fees are negotiable for assets above $3,000,000. For assets held away in company sponsored retirement plans, the fee is 0.75% and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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