Pathlight Wealth Management provides portfolio management based on individual client goals and risk tolerance. They also offer pension consulting services to employee benefit plans and financial planning covering investments, insurance, taxes, retirement, college, and debt. PLWM generally limits its investment advice to mutual funds, options, equities and ETFs.
Assets Under Management$21M
Clients61
Advisors1
Avg. per Client$340K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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