Overview
- Headquarters
- Goshen, NY
- Total Firm Assets
- $167 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
Fee Disclosure
Source: ADV PART 2 (2025-06-16)
· View brochure text
Latest filing: 2026-02-23 GREAT PATH PLANNING FORM ADV PART 2 (2026-02-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.50% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $5,000 | 0.50% |
| $5 million | $25,000 | 0.50% |
| $10 million | $50,000 | 0.50% |
| $50 million | $250,000 | 0.50% |
| $100 million | $500,000 | 0.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 95.73%
- Number of High-Net-Worth Clients
- 55
- Total Client Accounts
- 283
- Discretionary Accounts
- 280
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 284461
- 2026-02-23 GREAT PATH PLANNING FORM ADV PART 2 (2026-02-23) · View brochure text
- ADV PART 2 (2025-06-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗