Pathview Wealth Advisors provides investment advice and financial planning to individuals, families, and businesses. Pathview offers services such as creating financial plans, consulting on specific financial issues, and managing investment portfolios. Pathview manages client portfolios on a discretionary basis, meaning they make investment decisions without needing to ask you each time.
Assets Under Management$580M
Clients349
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees may be reduced at Pathview's discretion based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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