SimplePath Wealth Management provides personalized investment management and financial planning services for individuals, high-net-worth clients, and business owners. SimplePath Wealth Management builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, and may also use third-party managers or sub-advisors to handle portions of client portfolios. In addition to investment management, SimplePath Wealth Management offers comprehensive financial planning covering retirement, taxes, estate planning, education funding, cash flow analysis, and business succession. The firm also provides retirement plan consulting services for employers. SimplePath Wealth Management operates as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $7.5M | 1.20% |
| $7.5M+ | 1.20% |
This is a breakpoint fee schedule where the entire portfolio is charged at the same rate. Fees are negotiable for accounts over $7,500,000.