M
Measured Path Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Measured Path Capital, LLC is a Michigan state‑registered investment adviser that provides non‑discretionary portfolio management, coordinates financial planning through third‑party planning firms, and offers hourly consulting and investment education. The firm states a preference for diversified, low‑cost vehicles—such as ETFs, mutual funds, and model portfolios—and its initial brochure reports no client assets at the time of filing.
The firm’s investment process combines fundamental and technical analysis to evaluate economic and market factors and to inform timing and risk management, with an emphasis on cost efficiency and long‑term suitability. Because Measured Path operates on a non‑discretionary basis, clients must approve trades before execution and the firm does not maintain custody of client assets.
Compared with many peers, Measured Path is also licensed to sell insurance products (including annuities and Medicare plans) and discloses receiving commissions from insurance carriers, a potential conflict of interest noted in the brochure. The firm additionally highlights its provision of investment education and occasional part‑time contract finance work, services and activities that are less common among investment managers in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Annuities
Fee options
Less than $100,000 - $100,000: 1.00% annually $100,000 - $500,000: 0.75% annually Greater than $500,000+: 0.50% annually
Commissions received from insurance product sales such as annuities, life insurance, Medicare Medigap, and Medicare Advantage plans.
$65 per hour
Main office location
Measured Path Capital, LLC
Canton MI, United States
Number of offices
1
Most active in
Measured Path Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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