Pathway Financial Advisors offers integrated financial planning and investment management services designed to help clients reach their financial goals. Pathway Financial Advisors evaluates each client's unique situation through a comprehensive data-gathering process and creates a customized financial plan. This plan covers essential topics such as retirement planning, tax strategies, estate planning, cash flow, budgeting, and insurance needs. Once the plan is established, Pathway Financial Advisors manages investment portfolios on a discretionary basis, primarily using exchange-traded funds, mutual funds, individual bonds, and individual stocks. Pathway Financial Advisors also offers standalone financial planning and consulting on an hourly or flat-fee basis, as well as retirement plan consulting services for employers. The firm primarily serves individuals, high-net-worth families, trusts, and estates.
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.
