Do you want a simple path to your goals?
SecurePath is a virtual service that combines evidence based investment management and financial planning guidance designed to help investors reach their goals. We help people plan their finances and invest their money.
SecurePath is the perfect answer if...
An investment portfolio that allows you to target your goals, time horizon and return expectations
Customized guidance the way you want: via video, phone or email Access to a client portal for balances, performance and holdings
A team of REAL people bringing you our financial planning skills and knowledge working for YOU
About J.E. Wilson Advisors, James E. Wilson, CFP®
Named to 11 "Top Advisor" lists by Worth, Money & Medial Economics, James is a proven thought leader among fee-only financial planners. James guides successful individuals on the path towards financial independence.
SecurePath Fees We help clients create a path for the future and stick to their plan.
The SecurePath virtual service is designed for investors with $200,000 or more of investable assets. The annual investment management fee is 0.50%, the financial planning fee is $800 per year, and the combined minimum fee is $2,000 per year.