A complete list of active advisors currently associated with Multipath Wealth Magement
Warmer can help you find a great advisor at Multipath Wealth Magement or one who fits your needs even better.
Multipath Wealth Management serves individual clients, including both non‑HNW and high‑net‑worth individuals, providing discretionary investment management, ongoing comprehensive financial planning, project‑based plans, and a recently added two‑hour consultation for narrow financial questions. The firm offers both standalone planning engagements and continuous portfolio supervision tailored to each client’s circumstances. The adviser uses fundamental analysis and a blend of passive and active strategies to build asset‑allocation‑focused portfolios guided by written investment policy statements, and it conducts quarterly account reviews. Clients’ assets are custodied at recommended providers and the firm charges standard percentage‑of‑assets advisory fees while allowing reasonable client‑imposed investment restrictions. Distinctive features include the firm’s small scale — managing roughly $5.5 million for a limited number of client relationships — and participation in a model marketplace and platform support arrangement with one custodian that the brochure discloses creates economic incentives tied to assets on that platform. The principal’s background includes a recent master’s degree in financial planning and prior technical experience, and the firm does not vote client proxies, leaving proxy voting to clients.
To learn more about the advisors currently working at Multipath Wealth Magement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbia, SC
| 6
|
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