MY INVESTMENT PATH

RIASEC Registered

Total AUM

$2.5M

Discretionary

$2.4M

97% of AUM

Avg account

$209K

Accounts

Employees

Advisory reps

Firm details

Headquarters: CORAL GABLES, Florida
CRD number: 329641
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI50.43%
Individuals49.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

My Investment Path is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and combines financial planning with portfolio management for individuals, small businesses, and institutional/business clients. It also runs educational seminars and workshops as part of its client-facing activities. The firm charges for services through a mix of percentage-of-AUM fees, fixed fees, and commission-based arrangements. My Investment Path is not positioned as a capital allocator; instead it places client capital into third-party products and managers. It does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Reported industry affiliations include relationships with other investment advisers, an insurance company, and a real estate broker.