Pathfinder Planning LLC provides financial planning and investment management services. Financial planning covers budgeting, retirement, insurance, college, and investments. Investment management is tailored to client goals and risk tolerance, primarily using mutual funds and exchange-traded funds. They monitor portfolios and rebalance as needed. Clients work through Pathfinder Planning to access sub-advisor investment management services.
Assets Under Management$29M
Clients53
Advisors3
Avg. per Client$550K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1M+ | 0.75% |
Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
