Propath Financial provides ongoing comprehensive financial planning and investment management services to individuals and high-net-worth individuals. Operating with a focus on passive investment management and Modern Portfolio Theory, Propath Financial builds personalized portfolios using index mutual funds and exchange-traded funds to match each client's specific goals, risk tolerance, and tax considerations. Clients can work with a Certified Financial Planner on an ongoing basis through a monthly subscription that covers comprehensive planning areas such as retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits, and risk management. Propath Financial also offers standalone one-time financial planning projects. Thatcher Taylor founded the firm in 2019 and serves as the principal owner and Chief Compliance Officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis using an average daily balance.