Narrow Path Financial (NPF) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. NPF helps clients with financial goal setting, cash flow management, insurance review, investment management, retirement planning, and estate planning. NPF does not sell commissioned products, aiming to minimize conflicts of interest.
Assets Under Management$53M
Clients67
Advisors1
Avg. per Client$790K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| 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% |
The annual fee may be negotiable. Accounts within the same household shall be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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