Wealthpath (CRD# 172086) is a financial advisory firm headquartered in , . They manage $918,147 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$65,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Todd Daniels (CRD# 2637477) is an Investment Advisor Representative working at Wealthpath in Lake Orion, MI and has over 22 years of experience in the finance industry.