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Transparent Fee Structure

Our fees are charged on a percentage of assets managed. In determining the fee, we offer the following:

$0 –
250,000
Your Portfolio Amount
1.5%
Investment Advisory Fee

$250,001 –
$1,000,000
Your Portfolio Amount
1.00%
Investment Advisory Fee

$1,000,001 –
$2,000,000
Your Portfolio Amount
0.85%
Investment Advisory Fee

$2,000,001 –
$3,000,000
Your Portfolio Amount
0.75%
Investment Advisory Fee

$3,000,000 –
Up
Your Portfolio Amount
0.70%
Investment Advisory Fee

Narrow Path Financial Inc (“NPF”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted. This firm is a licensed investment adviser regulated by the Colorado Division of Securities. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of NPF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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1.5%

1.00%

0.85%

0.75%

0.70%