OptimalPath Advisors provides financial planning and investment management services. They offer three service tiers: project-based financial planning, ongoing financial planning (advice-only), and wealth management (investment management with financial planning included). OptimalPath Advisors is a fee-only firm, meaning they only get paid by their clients for their services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Planning is included in investment management (also available separately)
OptimalPath Advisors offers wealth management services, which include investment management and financial planning. This service has a flat annual fee ranging from $4,800 to $7,800, billed monthly or quarterly. There is also an initial planning fee of $1,500 to $5,000, which is credited against ongoing fees for the first two calendar quarters.
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