PathSetter Financial provides financial planning and investment management services. PathSetter offers services ranging from specific projects like a one-time financial plan to ongoing financial planning with investment management. PathSetter manages investment portfolios based on individual client needs and goals. Financial planning services cover retirement, risk management, college savings, cash flow, debt management, and estate planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.35% |
| $1.0M - $1.5M | 0.30% |
| $1.5M+ | 0.25% |
The annual fees are negotiable. PathSetter Financial does not offer investment management as a stand-alone service. The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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