Mary Brigham
Mary Brigham is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in South Burlington, VT, with 10 years of industry experience. Mary 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 253 clients with $1.6B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Pathway Financial Advisors may also charge an annual flat fee up to 3.00% of assets under management depending on the engagement.
Fee Estimator
Location
725 Community Drive, Suite 402, South Burlington, VT, 05403
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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 Financial Advisors, LLC
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
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