PathMont LLC offers continuous advice on investing client funds based on individual needs. They develop a personal investment policy and manage a portfolio based on that policy. PathMont manages accounts on a discretionary basis, considering client objectives and tax implications. Investment recommendations include exchange-listed securities, corporate debt, municipal securities, mutual funds, and government securities.
Assets Under Management$170M
Clients28
AdvisorsN/A
Avg. per Client$6.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable and will not exceed 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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