Your Path Fi is a registered investment advisor offering wealth management and financial planning services. Wealth management includes both investment management and financial planning. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement, and tax strategies. Your Path Fi is a fee-only firm, meaning it only gets paid by its clients.
Assets Under Management$27M
Clients11
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management
Investment management is included as part of Your Path Fi's wealth management service, at no additional fee. The firm provides continuous advice on investing client funds based on individual needs. Clients grant Your Path Fi authority to buy and sell securities on their behalf.
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