PathWise offers investment advice to individuals, high net worth individuals, and pension plans. They create customized investment strategies based on your goals, risk tolerance, and financial situation, using mutual funds, exchange-traded funds, individual stocks, and bonds. PathWise also offers financial planning services covering areas like retirement, personal savings, and education savings. They may recommend third-party money managers and private placement investments.
Assets Under Management$260M
Clients142
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable at the discretion of the Advisor. Some legacy clients may be paying a fee structure ranging from 0.75% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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