Clearpath Capital Partners LLC
Assets Under Management
$158.7M
Number of Clients
62
Number of Advisors
3
Average Client AUM
$2.6M
AUM per Advisor
$52.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ClearPath Capital Partners LLC offers financial advisory and investment management services using an active investment management approach. They invest in diversified asset classes believed to be undervalued and identify money managers who can deliver superior long-term performance. They also provide financial planning services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 negotiated depending on a client’s assets and needs for specific services. Clients with an inception date before these schedules were adopted may pay a different fee.
Fee Estimator
Fees for investment management are based on a percentage of assets under management, billed quarterly in advance. Financial planning and consulting are offered at $350 per hour, or a negotiated fixed fee. The firm generally requires clients to maintain $100,000 under management, but this may be waived at their discretion.
Areas of Practice
Location
CA, United States