ClearPath Investment offers investment management services, determining investment goals, risk tolerance, and objectives to create tailored strategies. ClearPath may hire sub-advisors to manage client assets. Clients can impose restrictions on investments. ClearPath does not sponsor wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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