PurposePath Capital provides ongoing portfolio management and financial planning services to individuals, families, and business owners. The firm builds diversified portfolios using modern portfolio theory, investing in bonds, exchange-traded funds, mutual funds, and private funds, sometimes utilizing outside portfolio managers for specialized models or bond ladders. Clients can choose between discretionary management, where PurposePath makes trades on their behalf, or non-discretionary management, where clients approve trades in advance. In addition to investment management, PurposePath offers standalone ongoing and project-based financial planning and coaching covering retirement, taxes, insurance, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for amounts over $5,000,000 are negotiable. Rates are based on a blended fee schedule.