Pathway Financial Services offers investment management, financial planning, and consulting services. For investment management, they create portfolios of exchange traded funds, mutual funds, and other securities tailored to client needs. Financial planning covers investment, retirement, estate, tax, real estate, and insurance planning. Pathway may refer clients to other specialists as needed. Clients are not obligated to implement recommendations through Pathway.
Assets Under Management$52M
Clients180
Advisors1
Avg. per Client$290K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee. Fees are negotiable. Clients may choose to pay a flat, annual retainer for asset management and financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...