Christopher Pollard is a CFP-designated registered investment advisor at Great Path Planning, based in Goshen, NY, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 66 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Path Planning offers investment management services as part of their ongoing financial advisement, or as a standalone service under project-based consulting. The fee for ongoing financial advisement is a flat annual fee determined by various factors, with a minimum of $2,500 per quarter. The fee for project-based investment management is determined by the complexity of the client's situation, with a minimum fee of $1,250. Fees may be negotiable.
Location
12 Scotchtown Ave, Goshen, NY, 10924
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher owns and operates Great Path Tax Services, providing tax preparation work seasonally. Between January and April 15th, Christopher spends about half of his time on this business, with the time split evenly between trading hours and after trading hours.
Employment History
Current Registrations
Great Path Planning
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Regent Wealth Management Group
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
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.