Path Wealth Management (PWM) offers customized portfolio management services to individuals, trusts, estates, small businesses, and high-net-worth individuals. PWM assesses each client’s financial situation and risk tolerance to construct a suitable portfolio. PWM actively manages client portfolios and rebalances them as needed. Clients complete an Investment Management Agreement and Client Profile to detail their goals and risk tolerance.
Assets Under Management$4M
Clients12
Advisors1
Avg. per Client$330K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable at Path Wealth Management's sole discretion. Some family and related accounts may be managed at no charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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