Pathway Planning Inc. offers investment advisory services, including advice on various securities. They consult with clients to determine their financial goals, investment time horizons, and risk tolerances. They provide portfolio management, developing strategies to pursue client objectives, monitoring investments, and making trades as needed. The firm also offers financial planning. Clients receive annual performance reports and can request more frequent reviews.
Assets Under Management$12M
Clients23
Advisors2
Avg. per Client$520K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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