ClearPath Capital Partners offers financial advisory and investment management services, investing in undervalued assets through diversified asset classes. They deliver written summaries of personal wealth strategies tailored to each client's goals. ClearPath also provides financial planning services, including comprehensive or targeted reviews of financial goals, and assistance with financial matters on an as-needed basis.
Assets Under Management$160M
Clients62
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiable depending on a client’s assets and needs for our specific services. Clients with an inception date before these schedules were adopted may pay a different fee than shown above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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