Off the Beaten Path Financial (OBPF) is a registered investment advisor providing investment management and financial planning services. OBPF develops investment plans based on clients' goals and risk tolerance, and manages portfolios on a discretionary basis. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. OBPF may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$6.1M
Clients29
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
All Digital Assets: 2.50% per year. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...