Stonepath Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Stonepath Wealth Management creates customized investment strategies and financial plans based on client goals and risk tolerance. The firm may recommend model portfolios or independent managers. Financial planning services include investment planning, retirement planning, education savings, and insurance needs.
Fee Structure
Stonepath Wealth Management's investment management fee is based on the value of your investments and is paid monthly in advance. The fee ranges up to 1.65% annually, depending on the complexity of your situation and the amount you invest. If you use Stonepath Wealth Management's model portfolios, the investment management fee ranges up to 1.90% annually. Fees may be negotiable.