flexPATH Strategies provides investment management services to retirement plans. Services include creating and maintaining an Investment Policy Statement, selecting and monitoring investment options, and providing performance reports. flexPATH Strategies acts as a fiduciary and investment manager under federal retirement plan rules.
Assets Under Management$2.9B
Clients741
Advisors3
Avg. per Client$3.9M
Avg. per Advisor$970M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees are typically between 0.05% and 0.15% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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