Pathway Financial Advisers provides ongoing portfolio management, retirement plan consulting, and financial planning services. Pathway Financial Advisers creates a personalized Investment Policy Statement for each client to guide asset allocation, security selection, and regular portfolio monitoring. The firm's investment advice covers mutual funds, equities, bonds, fixed income, exchange-traded funds, real estate investment trusts, insurance products including annuities, and government securities. In addition to investment management, the team offers financial planning covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Pathway Financial Advisers does not participate in wrap fee programs and does not take physical custody of client assets, using Fidelity Brokerage Services as the primary custodian.
Fee Structure
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 depending on client needs and situation complexity. An initial $150 hourly fee applies at account setup or large capital infusions.