Pathfinder Finance and Insurance Solutions is a registered investment advisor that acts solely as a solicitor for Wells Fargo Advisors. Pathfinder Finance and Insurance Solutions gathers information about your financial situation and objectives and recommends that you engage Wells Fargo to manage your investment portfolio. Pathfinder Finance and Insurance Solutions does not monitor Wells Fargo's performance.
Fee Structure
Pathfinder Finance and Insurance Solutions does not charge a separate fee for referring you to Wells Fargo. Wells Fargo pays Pathfinder Finance and Insurance Solutions a percentage of the fee that they charge you based on their fee schedule. Pathfinder Finance and Insurance Solutions is paid its share of the fee, quarterly in arrears, after Wells Fargo has received its fee.