Pathfinder Financial Services (PFS) offers investment management services to individuals and pension/profit sharing plans. PFS works with clients to identify their investment goals, risk tolerance, and financial situation to create a tailored portfolio strategy. PFS may utilize third-party managers for a portion of a client's portfolio. PFS does not participate in wrap fee programs.
Assets Under Management$100M
Clients252
Advisors2
Avg. per Client$400K
Avg. per Advisor$50M
www.linkedin.com/in/herbertwiebenyl ·www.linkedin.com/in/stephanie-charitonenko-527118a ·www.pathfinderfinance.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Fees are negotiable. When an Independent Manager is used, Pathfinder's fee and the Independent Manager's fee are combined, but the total annual rate will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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