Gold Path Investment Group offers asset management services, managing client accounts with ongoing supervision and investment opportunities in various securities. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives. This includes reviewing financial goals, tax strategies, asset allocation, risk management, and retirement planning. They also offer ongoing financial planning services to ensure recommendations are implemented and objectives are met.
Assets Under Management$200K
Clients3
Advisors1
Avg. per Client$67K
Avg. per Advisor$200K
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.05% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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