Nandi Pathefinder
Nandi Pathefinder is a ChFC-designated registered investment advisor at Nandi Pathefinder & Flourish Financial Group, based in Eugene, OR, with 17 years of industry experience. Nandi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 23 clients with $330K 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 | 1.20% |
FFG charges 0.30% per quarter (1.2% annually) for investment management on assets they can trade and bill. For accounts the client mainly manages but wants on the same platform, FFG charges 0.15% per quarter (0.6% annually) and offers investment research at $100/hour, up to the amount billed each quarter.
Fee Estimator
Location
Eugene, OR
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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 ActivitiesSells Insurance
Nandi is a licensed insurance agent and may offer insurance products to clients, which presents a conflict of interest. Nandi also receives referral fees from various services and engages in coaching, consulting, and creative activities, dedicating minimal time to each.
Employment History
Current Registrations
Nandi Pathefinder & Flourish Financial Group
Previous Registrations
My Trusted Advisor
MML Investors Services, LLC
Northwestern Mutual Investment Services,llc
State Registrations2 states
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.