My Investment Path

Overview

My Investment Path is an independent Registered Investment Adviser operating as a limited liability company and owned by an individual. The firm serves mainly individual and family clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars/workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee, and commission-based options. The firm is not an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant. My Investment Path maintains industry relationships with other investment advisers, an insurance company, and a real estate broker, which appear to support its cross-disciplinary service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices