Pathway Wealth Management focuses on financial issues important to high net worth individuals and families. The firm provides investment advisory services, considering each client's objectives, goals, and risk tolerance to develop an appropriate investment strategy. Pathway primarily uses active management of stocks, augmented with other equities. Clients can impose restrictions on their account management.
Assets Under Management$120M
Clients25
Advisors2
Avg. per Client$4.6M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for amounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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