Pathworks Financial offers investment management through its SAM Wrap Program and individual investment management services. They also provide financial planning services as a stand-alone service, covering areas like retirement, taxes, and investments. Additionally, Pathworks offers retirement plan services to plan sponsors and strategic cash management for businesses and individuals. They also offer support for estate planning through a third-party service. Family office services are available for high-net-worth clients.
Assets Under Management$280M
Clients410
Advisors5
Avg. per Client$680K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.00% |
Fees are negotiable above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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