Narrow Path Financial Inc. is a registered investment advisor founded in 2014 and based in Fort Collins, Colorado. The firm offers personalized asset management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and business entities. Narrow Path Financial operates with a legally required focus on the client's best interest and does not sell commissioned products like insurance or mutual funds, minimizing conflicts of interest. Portfolio management is provided through primary custodians like Charles Schwab and Fidelity, utilizing modern portfolio theory and diversified, long-term strategies. In addition to discretionary investment management, the firm offers non-discretionary monitoring for held-away accounts such as retirement plans, and comprehensive financial planning covering cash flow, taxes, retirement, insurance, estate planning, and education funding. All administrative, billing, and reporting functions are handled internally by the firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees are applied as a flat rate across the entire portfolio value rather than in tiers. Rates may be negotiable. Accounts within the same household are combined for reduced fees.
