Pathway Financial Planning (PFP) offers investment management and financial planning services. PFP provides both discretionary and non-discretionary asset management. Financial planning services include a review of estate plans, investments, taxes, and insurance. PFP also solicits third-party money managers and holds educational seminars.
Assets Under Management$13M
Clients112
Advisors1
Avg. per Client$110K
Avg. per Advisor$13M
www.pathwayfinancialplanning.net ·www.facebook.com/pathway-financial-planning-105... ·www.linkedin.com/in/oscar-n-alvarez-cfp%c2%ae-a...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Annual fee may be negotiable and will never exceed more than 1% regardless of investment product used based on client’s risk profile.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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