True Path Financial is a registered investment advisor founded in 2025 and based in Sarasota, Florida. The firm offers a range of services including discretionary portfolio management through a sub-advisor relationship, specialized management for variable and fixed annuities, federal retirement plan consulting, and one-time financial planning and consulting. True Path Financial also provides optional faith-based investing strategies for clients wanting portfolios aligned with their religious principles. Clients include individuals, high-net-worth families, and business entities. The firm operates with no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable based on historical relationships, asset types, and account composition. Variable and fixed annuity management is charged at a flat rate of 1.0%.