Planpath Financial is a fee-only registered investment advisor offering wealth management and financial planning services. Wealth management includes investment management and financial planning. Financial planning services are offered on a project basis or ongoing. Planpath Financial may recommend third-party investment advisors to manage client accounts.
Fee Structure
Planpath Financial offers wealth management services that include investment management. This service is charged an annual fixed fee ranging from $2,500 to $25,000, paid monthly in advance. The fee depends on the client's needs, complexity, time, research, and resources required. If Planpath Financial uses an outside manager, the annual advisory fee does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management.
