Pathway Financial Advisory is a fee-only registered investment advisor. They offer investment management services, creating and managing portfolios based on clients' goals and risk tolerance. They also offer one-time financial planning services covering areas like cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Pathway Financial Advisory also provides retirement plan services to employer plan sponsors.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |