Path Digital Advisors is a registered investment advisor that provides investment advice to clients exclusively through an interactive website, focusing on digital assets. Clients can choose between managed accounts, where Path makes investment decisions based on its models, or self-directed accounts, where clients make their own decisions using Path's research and recommendations. Path primarily serves retail clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $0K | Included |
| $0K - $1K | Included |
| $1K - $25K | Included |
| $25K+ | 1.00% |
Clients with an Account Value equal to or less than $100.00 will not be assessed a Management Fee; Clients with an Account Value less than $1,000, but greater to or equal to $100.01 shall be assessed a Management Fee of $5.00 per month; Clients with an Account Value less than $25,000, but greater to or equal to $1,000.01 shall be assessed a Management Fee of $20.00 per month.