Right Path Financial provides investment management services through a third-party platform, Orion Portfolio Solutions (OPS). Right Path monitors account performance. They also offer financial planning and consulting, covering topics like financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. Clients can restrict investments in certain securities.
Assets Under Management$4.8M
Clients28
Advisors1
Avg. per Client$170K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable, but this discretion is typically exercised in limited scenarios. Clients also pay separate fees to Orion Portfolio Solutions (OPS) for administration, strategists, account maintenance, and sleeve fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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