Pathway Financial Advisers offers portfolio management based on your individual goals and risk tolerance. They create a plan to help select investments that match your specific situation. Pathway Financial Advisers also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They may also direct clients to third-party investment advisors.
Assets Under Management$440M
Clients766
Advisors6
Avg. per Client$580K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.20% |
Fees may be negotiable. At account inception or large infusion of capital: Hourly Fee $150 for due diligence, portfolio design/implementation, account setup, and managing transfers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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