Andrea Clark is a registered investment advisor at Pathways Wealth Management, INC., based in Tipp City, OH, with 15 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 683 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathways Wealth Management charges an annual advisory fee for managing your investments, agreed upon with each client. This fee is based on a percentage of the value of your portfolio and is paid quarterly in advance. The maximum fee is 1.50% per year. Some legacy clients pay a higher fee.
Location
Tipp City, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.