Colin Healy
Colin Healy is a registered investment advisor at Pathway Partners Wealth Advisors, LLC, based in Amherst, NY, with 21 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 367 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
100 Corporate Parkway, Suite 136, Amherst, NY, 14226
Get directionsHistory
Regulatory History (4)
Regulatory
June 2023Employment Separation After Allegations
June 2021Customer Dispute
September 2008Customer Dispute
June 2007Other Business Activities
Colin is the President of The TashaStrong Foundation, a charitable organization for cancer research, dedicating about 10% of his time. He also owns The Advisor Network, a web-based platform for financial professionals, spending a few hours per week on this venture.
Employment History
Current Registrations
Pathway Partners Wealth Advisors, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.