Lightpath Wealth & Tax Advisors offers financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning includes budgeting, investment analysis, retirement planning, social security planning, education funding, tax planning, estate planning, and insurance review. Lightpath does not offer in-house portfolio management; these services are provided by a third-party manager, Desert Rose Capital Management (DRCM).
Fee Structure
Lightpath Wealth & Tax Advisors does not directly manage investment portfolios. Instead, they connect clients with a third-party manager, Desert Rose Capital Management (DRCM). The combined fee for Lightpath and DRCM will not exceed 1.75% of the assets under management, with DRCM's fees not exceeding 0.85%. Fees are paid quarterly in advance.