Pathlight Financial Planning (PFP) provides continuous advice to clients regarding the investment of their funds based on their individual needs. PFP develops a personal investment policy or plan with an asset allocation target and creates and manages a portfolio based on that policy. PFP also offers comprehensive financial planning, helping clients establish goals and values around money, and analyzing areas like net worth, cash flow, risk management, retirement, and estate planning.
Assets Under Management$9M
Clients11
Advisors1
Avg. per Client$820K
Avg. per Advisor$9M
www.pathlightfinancialplanning.com ·www.linkedin.com/in/jonas-merrill-cfp%c2%ae-06b... ·www.linkedin.com/company/pathlight-financial-pl...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
