Andrea Clark is a registered investment advisor at Pathways Wealth Management, INC., based in Tipp City, OH, with 16 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 508 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00% for the wrap fee program. Fees are agreed upon individually with each client.
Fee Estimator
Location
Tipp City, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrea is a sole member of T & H Consulting, providing RIA compliance consulting and genealogy services, dedicating a few hours per week. She also works at Vision Financial Partners, LLC providing client services, dedicating about half of her time.
Employment History
Current Registrations
Pathways Wealth Management, INC.
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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