Lifepath Advisors, LLC

RIASEC Registered
Total AUM
$17.7M
Discretionary
$0
0% of AUM
Avg account
$492K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329780
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI49.72%
  • Individuals46.33%
  • Pension & Profit Sharing Plans3.95%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lifepath Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. It serves both individual/family and institutional clients and acts as a capital allocator, selecting third‑party managers alongside running its own advisory programs. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Its fee arrangements are a mix of percentage-of-AUM charges, hourly fees, and fixed fees. Lifepath does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 10%, US Government Bonds 8%, Investment Grade Corp Bonds 8%, Non-Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 5%, State & Local Bonds 3%55%
  • Exchange Traded Equities55%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents10%
  • US Government Bonds8%
  • Investment Grade Corp Bonds8%

Contacts

1 of 1
  • Ronald Freeman

    Ronald Freeman

    Managing PartnerCRD 1830650

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth