Pathfinder Financial Services offers financial planning and investment supervision to individuals, families, trusts, and estates. They focus on using academically-based strategies and low-cost investment vehicles. Pathfinder Financial Services offers two programs: a comprehensive planning and investment supervision program, and an investment supervision only program. They do not have a minimum dollar value of assets.
Assets Under Management$90M
Clients38
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.60% |
| $1.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fee will have Hawaii’s 4.712% general excise tax added and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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