Pathway Financial Advisory, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm