Your Path Wealth Management is a registered investment advisor founded in 2026 and based in Bloomington, Minnesota. The firm provides investment management by recommending independent outside managers, such as GeoWealth Management, to handle client portfolios rather than managing investments directly in-house. In addition to investment oversight, Your Path Wealth Management offers comprehensive financial planning services, covering areas such as retirement planning, tax strategies, business planning, estate planning coordination, cash flow management, and employee benefits. Services are tailored to each client's individual goals, risk tolerance, and time horizon through ongoing engagements or one-time project-based arrangements. The firm is led by founder and Certified Financial Planner John Ehrenfeld.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable and household accounts may be aggregated. The fee schedule includes outside manager compensation.