Multipath Wealth Management (MWM) offers investment management and financial planning services. Clients can receive both investment management and financial planning, or choose only one service, but the fee remains the same. MWM creates tailored investment portfolios based on client goals and risk tolerance. Financial planning covers areas like cash flow, debt management, college savings, insurance, investments, retirement, and tax strategies.
Assets Under Management$3.7M
Clients8
Advisors1
Avg. per Client$460K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.50% |
| $1.5M - $3.0M | 0.30% |
| $3.0M - $6.0M | 0.20% |
| $6M+ | 0.00% |
Schedule effectively caps total annual investment management fees at $18,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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