Equal Path Investments (EPI) provides financial planning and investment management services. EPI offers project-based and ongoing financial planning, investment management (included with ongoing planning), tax planning, and educational seminars. EPI may recommend third-party professionals, but does not receive compensation from them. All advisory services are provided and supervised by Carlie Ransom, a Certified Financial Planner.
Assets Under Management$9.7M
Clients21
Advisors1
Avg. per Client$460K
Avg. per Advisor$9.7M
Fee Structure
Planning is included in investment management
Investment management is included as part of Equal Path Investments' ongoing financial planning service. There is no additional asset-based fee beyond the agreed-upon flat ongoing financial planning fee. EPI absorbs trading fees and platform fees charged by Altruist Financial LLC.
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