Right Path Financial Planning offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Clients can choose ongoing comprehensive planning or hourly fee-based planning.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.