Trusted Path Wealth Management provides investment management based on individual client needs, developing investment plans with asset allocation targets. They advise on stocks, bonds, mutual funds, ETFs, and government securities. They also offer financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$3.6M
Clients3
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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