Pathfinder Wealth Advisors offers wealth management and family office solutions to affluent families, entrepreneurs, executives, and institutions. Pathfinder's services include investment management, financial planning (trust, estate, insurance, and philanthropy), and consolidated reporting. Pathfinder uses third-party investment advisors and provides oversight of their activity. Pathfinder does not directly manage client investments.
Assets Under Management$21M
Clients7
Advisors1
Avg. per Client$3M
Avg. per Advisor$21M
Fee Structure
Pathfinder Wealth Advisors offers two investment management services:
- Comprehensive Portfolio Management: The maximum annual fee is 1.5% of the value of your portfolio. This service includes financial planning or consulting services.
- Asset Management: The maximum annual fee is 1.25% of the value of your portfolio.
Fees are negotiable and billed quarterly in advance. Pathfinder uses third-party investment advisors and the fees listed above do not include the fees charged by the third-party advisors.
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