Premier Path Wealth Partners offers investment management, financial planning, and retirement plan consulting services. Investment management includes creating investment strategies based on client goals and risk tolerance, and can be discretionary or non-discretionary. Financial planning covers a range of topics like business planning, estate planning, and college planning. The firm also provides retirement plan consulting to employer plan sponsors.
Fee Structure
Premier Path Wealth Partners' maximum annual fee for investment management is 1.50%. This fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $50,000. The fee is negotiable based on individual circumstances and account type. Account values of family members in the same household may be combined to potentially reduce the fee. The firm may also use third-party managers, whose fees are separate from Premier Path's fees and range from 0-0.90% annually for fixed income and 0.00%-1.50% annually for equity managers.