Pathfinder Wealth Advisors provides investment management and financial planning to individuals, trusts, and closely held businesses. Services include financial goal determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, succession planning, and estate planning. Pathfinder is a fee-only firm and does not receive commissions.
Assets Under Management$79M
Clients58
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable on assets above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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