Gold Path Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gold Path Investment Group is a newly registered advisory firm that provides asset management and financial planning and consulting to individuals, high‑net‑worth clients, and non‑profit organizations, managing custodial accounts across stocks, bonds, mutual funds, ETFs, REITs, options, and other securities. The firm’s brochure also indicates relationships with several institutional client types that are uncommon for a firm of this size, including sovereign wealth funds, banking or thrift institutions, state or municipal government entities, insurance companies, and other investment advisers.
Gold Path’s investment process combines fundamental analysis, charting, and modern portfolio theory to construct portfolios and uses a range of strategies — long‑term, short‑term, income, and hedging — with discretionary trading possible when authorized by the client. Financial planning can be delivered as one‑time or ongoing engagements and covers a wide set of areas such as tax planning, retirement, risk management, insurance analysis, business financial planning, mortgage/debt analysis, and real estate analysis, with accounts reviewed at least quarterly.
What is distinctive for this firm is its status as a very small, recently formed advisory practice that nonetheless reports relationships with multiple institutional client types and offers unusually broad planning services for its size. The brochure notes operational practices that differ from some peers — it does not participate in wrap‑fee programs, does not vote client proxies, maintains a written code of ethics, and relies on custodian statements for client custody and reporting.
Client services
Expertise
Fee options
Ongoing annual planning fee of $1,800 annually
$150,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $749,999: 1.05% $750,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.65%
$300 per hour for financial planning services
Account minimum: $150,000 Fee-only: Hourly financial planning fee of $300 per hour; ongoing annual planning fee of $1,800 annually
Main office
Chula Vista CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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