Jeffrey Karst is a registered investment advisor at Pathways Advisory Group, INC., based in Fresno, CA, with 14 years of industry experience. Jeffrey 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, High Net Worth, and 4 more. Their firm serves 186 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathways Advisory Group's fees for the Financial Consulting Service are based on a percentage of your investment portfolio's market value. The minimum quarterly fee is $1250.
- First $500,000: 1.50% per year
- Portion between $500,000 - $1,000,000: 0.75% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion above $3,000,000: 0.25% per year
For the Retirement Plan Consulting Service:
- First $1,000,000: 1.00% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion over $3,000,000: 0.25% per year The minimum quarterly fee is $1250.
For the Trustee Consulting Service:
- First $1,000,000: 1.00% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion over $3,000,000: 0.25% per year The minimum quarterly fee is $1250.
Contact
Jeffrey Karst
Location
684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pathways Advisory Group, INC.
State Registrations1 state
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Exams
Additional Information
Jeff and his wife, Angela, have been married since 2005. In May 2010, they welcomed their two children, twin girls Alexandria and Addison. In December 2011, they bought a home in the community of Appaloosa Acres with their primary thought to just get out of the city. Since then, they have grown into part-time farmers with a small garden, horses, goats, chickens, ducks, geese, and (if Angela gets her way) more animals on the way. Jeff and Angela also enjoy CrossFit, the outdoors, spending time with family, and traveling.