Pathway Investments offers personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, insurance review, education funding, retirement planning, and estate planning. Pathway also offers asset management services for variable annuities and variable life products. Paul Curley is also an insurance agent and tax preparer.
Assets Under Management$6.2M
Clients50
Advisors1
Avg. per Client$120K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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