Pathways Wealth Management offers investment management on a discretionary or non-discretionary basis, tailoring strategies to individual client needs. They primarily use exchange-traded equity securities, mutual funds, and ETFs, but may also invest in bonds and certificates of deposit. Pathways also offers standalone financial planning services, which can be comprehensive or focused on specific areas like investments, insurance, taxes, or estate planning. Financial planning may be included for investment management clients.
Fee Structure
Pathways Wealth Management charges an annual advisory fee for managing your investments, agreed upon with each client. This fee is based on a percentage of the value of your portfolio and is paid quarterly in advance. The maximum fee is 1.50% per year. Some legacy clients pay a higher fee.