Right Path Financial Planning, L.L.C.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Right Path Financial Planning, L.L.C. | TrueAdvisor