We are a fee-only money management firm

All-Inclusive Service Fee

Every dollar of additional expense is one less dollar you will have for your future use.

There are two ways to ask financial advisors about the cost of their services:

  • What is the cost of your advice and services? The answer might be 1% of your assets
  • What is the fully-loaded cost of your advice and services? The answer might be 2% of your assets

Why did the fees in the second response double? There can be additional layers of third party fees, commissions, and transaction charges that are deducted from your assets.

Small differences in fees can add up to thousands of dollars over longer time periods.

Full Disclosure

GlidePath’s money management service is part of an all-inclusive fee:

  • There are no additional fees, commissions, or transaction charges
  • There are no hidden expenses that are not disclosed to you

Fee-Only

GlidePath’s only method of compensation is a single, all-inclusive, asset-based fee that is deducted from an account that is designated by you. GlidePath is not compensated with commissions or transaction charges.

All-Inclusive Service Fee

One fee covers ALL of these services:

  • A dedicated financial advisor
  • Advanced financial planning
  • Global portfolio management
  • Quarterly service calls
  • Performance reports
  • Custody and trading
  • Online access to portfolio data

You should require documented disclosure for all expenses that are deducted from your account(s). There should be no: surprises, hidden compensation, service initiation fees, undisclosed revenue-sharing, contractual periods, termination fees, commissions, or transaction charges.

PLAN - INVEST - THRIVE

Let’s schedule a convenient, no obligation call to discuss how we can help you achieve your financial goals.