Smartpath Advisors
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
9
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
SmartPath Advisors, LLC provides Retirement Readiness and Savings Strategy Sessions to individuals and high-net-worth individuals. Retirement Readiness includes financial goal projections and recommendations. Savings Strategy Sessions cover various savings and investment accounts. Services are tailored based on client data and risk tolerance.
Fee Structure
SmartPath Advisors is paid by clients' employers or organizations, so clients/employees/users do not owe any fees. Retirement Readiness costs $250 or greater per client, while Savings Strategy Sessions cost $125 or greater per client. These fees may be discounted for engagements covering a large number of clients. Fixed fee programs for organizations range from $500 to $10,000 per month.
Areas of Practice
Location
DE, United States
