Straight Path Wealth Management (SPWM) offers investment advisory services, including managing client assets in exchange-traded funds, individual securities, and mutual funds. They also provide financial planning services, which can range from targeted to comprehensive plans. Estate planning services are offered as well, for an additional fee. SPWM does not take custody of client funds; client assets are held at custodians like Charles Schwab.
Assets Under Management$470M
Clients902
Advisors9
Avg. per Client$520K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.35% |
| $1M+ | 1.35% |
Client's specific billing terms and fees will be stipulated in the Client's Investment Management Agreement and may differ from the above schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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