How does the advisor help clients – Key Takeaways:
STONEPATH WEALTH MANAGEMENT, LLC is a trusted financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. Their team of experienced advisors utilizes a holistic approach to help clients achieve their financial goals and plan for a successful future.
Facts and Insights
STONEPATH WEALTH MANAGEMENT, LLC was founded in 2008 and is based in Atlanta, Georgia. The firm currently has over $500 million in assets under management and is made up of a team of 7 advisors.
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| STONEPATH WEALTH MANAGEMENT | $500+ million | 7 | Since 2008 |
Financial Services Offered
STONEPATH WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
Client Types
STONEPATH WEALTH MANAGEMENT, LLC works with a variety of clients, including individuals, families, and business owners. Their skilled advisors have experience in serving the unique financial needs of these different client types.
Fees & Compensation
STONEPATH WEALTH MANAGEMENT, LLC is a fee-only firm that does not receive any commissions from third-party providers. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
STONEPATH WEALTH MANAGEMENT, LLC is an independent registered investment advisory firm that focuses on providing personalized financial planning and investment solutions. Their team brings a wealth of knowledge and experience to the table, with backgrounds in finance, accounting, and business management.
Financial Advisor Disclosures to Know
STONEPATH WEALTH MANAGEMENT, LLC operates with the highest ethical standards and holds themselves accountable for providing transparent and honest services to their clients. As registered investment advisors, they are required to disclose any relevant information regarding their services, fees, and potential conflicts of interest.