Smart Path Wealth Management (SPWM) provides financial planning and investment management services. SPWM works with clients to understand their goals and values around money, then creates a plan covering areas like retirement, college savings, insurance, and investments. SPWM manages investment portfolios, recommending investments like stocks, bonds, mutual funds, and ETFs. SPWM tailors its services to each client's individual needs and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
SPWM may negotiate a lesser fee based upon certain criteria. For investment management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), SPWM may negotiate a fee rate that differs from the range set forth above.