Pathway Partners Wealth Advisors is a registered investment advisor offering financial planning and discretionary portfolio management. Financial planning covers retirement, education, estate planning, insurance, and tax advice. For portfolio management, they may use third-party money managers and model portfolios. Initial and ongoing financial planning is included for portfolio management clients. They advise on various investments based on client goals.
Assets Under Management$79M
Clients367
Advisors6
Avg. per Client$220K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management
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% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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