Caden Beam is a registered investment advisor at Pathways Wealth Management, INC., based in Tipp City, OH, with 1 years of industry experience. Caden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 683 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathways Wealth Management charges an annual advisory fee for managing your investments, agreed upon with each client. This fee is based on a percentage of the value of your portfolio and is paid quarterly in advance. The maximum fee is 1.50% per year. Some legacy clients pay a higher fee.
Location
Tipp City, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caden works at Vision Financial Partners, LLC as a branch office of LMK & Company, focusing on client services. This takes about half of Caden's time.
Employment History
Current Registrations
Pathways Wealth Management, INC.
Previous Registrations
L.M. Kohn & CompanyBroker
State Registrations1 state
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