Great Path Planning offers financial planning, advising, and portfolio management services. They provide ongoing, comprehensive financial advice, project-based financial planning, and one-time meetings. Great Path's services include goal setting, budgeting, tax planning, portfolio analysis, estate planning review, small business planning, insurance analysis, and retirement planning. Investment management services are tailored to each client's needs, risk tolerance, and goals.
Fee Structure
Great Path Planning offers investment management services as part of their ongoing financial advisement, or as a standalone service under project-based consulting. The fee for ongoing financial advisement is a flat annual fee determined by various factors, with a minimum of $2,500 per quarter. The fee for project-based investment management is determined by the complexity of the client's situation, with a minimum fee of $1,250. Fees may be negotiable.
