PurposePath Capital provides investment management services on a discretionary or non-discretionary basis. For larger accounts, PurposePath uses model portfolios structured by outside managers. PurposePath also offers financial planning and coaching services, including written financial plans covering investment, retirement, insurance, tax, education, and estate planning. PurposePath's services are tailored to individual client needs, and clients can impose reasonable restrictions on their accounts.
Assets Under Management$66M
Clients142
Advisors2
Avg. per Client$460K
Avg. per Advisor$33M
www.purposepathcapital.com ·www.linkedin.com/company/purposepath-capital-llc ·www.instagram.com/purposepathcapital
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.01.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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