Measured Path Capital, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Measured Path Capital, LLC is a Michigan state‑registered investment adviser that provides non‑discretionary portfolio management, coordinates financial planning through third‑party planning firms, and offers hourly consulting and investment education. The firm states a preference for diversified, low‑cost vehicles—such as ETFs, mutual funds, and model portfolios—and its initial brochure reports no client assets at the time of filing.
The firm’s investment process combines fundamental and technical analysis to evaluate economic and market factors and to inform timing and risk management, with an emphasis on cost efficiency and long‑term suitability. Because Measured Path operates on a non‑discretionary basis, clients must approve trades before execution and the firm does not maintain custody of client assets.
Compared with many peers, Measured Path is also licensed to sell insurance products (including annuities and Medicare plans) and discloses receiving commissions from insurance carriers, a potential conflict of interest noted in the brochure. The firm additionally highlights its provision of investment education and occasional part‑time contract finance work, services and activities that are less common among investment managers in this category.
Client services
Expertise
Fee options
Less than $100,000 - $100,000: 1.00% annually $100,000 - $500,000: 0.75% annually Greater than $500,000+: 0.50% annually
Commissions received from insurance product sales such as annuities, life insurance, Medicare Medigap, and Medicare Advantage plans.
$65 per hour
Main office
Canton MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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