Pathways Financial Consulting (PFC) provides wealth management and financial planning services to individuals. PFC offers investment management using low-cost, diversified mutual funds and ETFs, and financial planning services covering areas like retirement, education, and savings. PFC acts as a fiduciary, committed to acting in the client's best interest. Clients are not obligated to implement any recommendations made by PFC.
Assets Under Management$13M
Clients9
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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