FourPath Capital Management is a registered investment advisor that provides personalized investment management and financial planning services to individuals, high-net-worth individuals, foundations, businesses, and corporations. Originally operating under previous names, the firm is owned by Kyle Reuter and Jeffrey James. FourPath Capital Management offers both discretionary and non-discretionary investment management, building customized portfolios primarily using individual stocks and bonds, mutual funds, and exchange-traded funds. The firm also assists clients with alternative investments like private equity and hedge funds, selects independent managers when appropriate, and provides retirement plan consulting for employers. Financial planning covers a broad range of topics including cash flow analysis, estate planning, tax planning, insurance reviews, and business planning. The firm emphasizes a tailored approach based on each client's specific financial goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is generally as much as 1.25% of assets under management, with a minimum fee of 0.10%. Fees are negotiable. Wells Fargo programs have separate fee schedules up to 2.00%.