United Path Finance

What is a financial advisor and why do I need one?

A financial advisor is a professional who helps you manage your money and make informed decisions about your financial future. At United Path Finance, our advisors provide expertise in areas like investment management, retirement planning, tax strategies, and estate planning.

How do you charge for your services?

At United Path Finance, we believe in transparent fee structures. We primarily use a fee-based model, which means we charge a percentage of the assets we manage for you. This aligns our interests with yours – when your portfolio grows, we both benefit. For specific financial planning projects, we may offer a flat fee arrangement.

What makes United Path Finance different from other financial firms?

What sets United Path Finance apart is our client-centered approach and comprehensive service model. As fiduciaries, we're legally obligated to act in your best interests. We take the time to understand your unique goals, values, and circumstances before creating a personalized financial strategy. Our team combines deep expertise with cutting-edge technology to deliver solutions that evolve with your changing needs.

How often will we meet to review my financial plan?

We believe that financial planning is an ongoing process, not a one-time event. Typically, we schedule formal reviews on a semi-annual or annual basis, depending on your preferences and the complexity of your financial situation. However, we're always available to discuss changes in your life circumstances or answer questions that arise between scheduled meetings.

What is the minimum amount required to become a client?

At United Path Finance, we work with clients at various wealth levels. While our wealth management services typically begin at $100,000 in investable assets, we offer financial planning packages designed for individuals and families at different stages of their financial journey.