Jeffrey Karst is a registered investment advisor at Pathways Advisory Group, INC., based in Fresno, CA, with 15 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Subject to a minimum quarterly fee of $1,250 ($5,000 annually). Fees may be negotiated for complex circumstances.
Fee Estimator
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.
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
Pathways Advisory Group, INC.
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.
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.
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