Lifepath Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- US Government Bonds8%
- Investment Grade Corp Bonds8%
Contacts
1 of 1
Ronald Freeman
Managing PartnerCRD 1830650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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