Your Path Financial LLC provides investment advice tailored to individual client needs. They offer discretionary and non-discretionary portfolio management, often using third-party money managers. They also offer pension consulting services to employee benefit plans. The firm's advice is based on the financial information clients provide, and clients are responsible for notifying the firm of any changes.
Assets Under Management$2.4M
Clients3
Advisors2
Avg. per Client$820K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum fee of 1.2% annually, negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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