FourPath Capital Management offers investment and wealth management, selection of independent managers, and financial planning and consulting services. They work with clients to determine their investment objectives and risk profile, developing customized investment plans. FourPath manages portfolios on a discretionary and non-discretionary basis, allocating assets among individual equity and debt securities, mutual funds, and exchange-traded funds.
Fee Structure
FourPath Capital Management offers investment and wealth management services for an annual fee based on the amount of your portfolio. The fees are negotiable and vary from client to client. The firm may waive the annual fee based on certain criteria. Fees for programs offered through Wells Fargo Advisors are inclusive of FourPath’s and Wells Fargo Advisors’ advisory fees.