Pathway Advisors, based in Fallbrook, CA, offers discretionary portfolio management and financial planning services. Investment advice is tailored to meet individual client needs and objectives. Financial planning services range from broad-based to single-subject planning. Pathway Advisors may recommend third-party money managers and also offers pension consulting services to employee benefit plans.
Assets Under Management$58M
Clients113
Advisors4
Avg. per Client$510K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$2.5K
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fee schedule is a straight tier, based on the value of the client's assets under management. At Pathway Advisors' discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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