SimplePath Wealth Management (SWM) provides financial planning and consulting services covering retirement, succession, education, legacy, insurance, investment, budget, tax, major purchase, divorce, debt management, business exit, and cash flow analysis. SWM also provides services to qualified retirement plans. When appropriate, SWM recommends clients utilize third-party managers (TPMs) for investment management, monitoring their performance and acting as a liaison. SWM also holds educational seminars and workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies when using the AssetMark platform. Fees for third-party managers vary and are in addition to the SimplePath Wealth Management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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