Pathfinder Wealth Management offers financial planning and investment management services. Financial planning includes help with setting financial goals, creating cash flow statements, reviewing investments, tax planning, retirement accounts, social security, insurance, estate planning, and education funding. Investment management includes cash flow management, insurance review, asset management, tax planning, education planning, retirement planning, social security maximization, and estate planning. Pathfinder may recommend Matson Money, Inc. to manage client assets.
Fee Structure
Pathfinder Wealth Management's annual investment advisory fee is based on a percentage of your investments. The specific fee is in the Investment Advisory Agreement.
If Pathfinder recommends Matson Money to manage your assets, your fees may range from 0.25% to 1.40% of your investments, charged quarterly in advance. These fees are negotiable.