CorePath Wealth Partners offers investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. CorePath provides customized wealth management solutions through personal contact and interaction, offering discretionary investment management, financial planning, and related advisory services. CorePath may recommend unaffiliated investment managers or platforms.
Fee Structure
CorePath's investment management fee ranges from 0.25% to 1.50% annually, based on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. For assets managed through third-party platforms, no additional platform fees are charged.