Joseph Titus is a registered investment advisor at Pathway Partners Wealth Advisors, LLC, based in Amherst, NY, with 18 years of industry experience. Joseph 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
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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 →Employment History
Current Registrations
Pathway Partners Wealth Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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