MedPath Financial is a fee-only registered investment advisor offering ongoing financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. MedPath Financial may also use outside managers.
Assets Under Management$21K
Clients1
Advisors1
Avg. per Client$21K
Avg. per Advisor$21K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...