Premier Path Wealth Partners, LLC offers a wide array of investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides portfolio management on a discretionary or non-discretionary basis, constructing diversified portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and private securities. Clients can also access financial planning and consulting covering areas such as business planning, cash flow forecasting, estate planning, tax-aware strategies, and retirement planning. Additionally, Premier Path Wealth Partners offers retirement plan consulting for employers and specialized management for held-away accounts like 401(k) plans through the Pontera platform. The firm utilizes third-party managers and institutional platforms, including Dynasty Financial Partners, to support its wealth management operations. Premier Path Wealth Partners is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for portfolio management will not exceed 1.50%. Fees are negotiable depending on client circumstances and account type.