DataPath Investment Advisors primarily advises banks and custodians on Health Savings Accounts. They offer model portfolio management services using risk-based and sector-based exchange-traded funds (ETFs). DPIA also provides sub-advisory services to independent investment advisors. DPIA no longer offers advisory services to employer-sponsored retirement plans or individual investors.
Assets Under Management$45M
Clients1
Advisors1
Avg. per Client$45M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
DataPath Investment Advisors manages model portfolios for Health Savings Account custodial clients. The annual fee includes a flat setup/annual fee plus a percentage of the assets they manage.
Here's how it breaks down:
- $0 - $25,000,000: $3,500 setup fee / $5,000 annual fee + 0.25% per year
- $25,000,001 - $50,000,000: $10,000 setup fee / $15,000 annual fee + 0.20% per year
- Over $50,000,000: $15,000 setup fee / $25,000 annual fee + 0.15% per year
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