Individual Clients: One of the areas where an advisor can be of great benefit is to help control the all-in costs of your investment plan, since every dollar saved in expenses is another dollar that can continue to grow in your account. We take this duty seriously, and try to provide excellent value for our advice. The advisory fee we charge will differ based on the size and complexity of your situation and the services we provide. For more details on the services we provide, see our Individual Investor Services.
Corporate Retirement Plans: Each plan is custom-priced based on the services WealthPath provides to the plan and the complexity of the retirement plan, including plan-level reviews, custom portfolios or other specialty investment needs, fiduciary education requirements, frequency and location of onsite enrollments, etc.