Pathfinder Wealth Consulting provides financial planning and investment management services. They offer various programs to accommodate different investment philosophies and goals. Services include access to securities like stocks, bonds, mutual funds, and insurance products, along with financial planning and consulting. Pathfinder Wealth Consulting uses Commonwealth Financial Network for platform services, but remains responsible for the advice given to clients.
Fee Structure
Pathfinder Wealth Consulting offers investment management through several programs, each with different fee structures. The fees are based on a percentage of the assets managed. The exact cost depends on the program you choose, the size of your account, the types of investments, and how often your account is traded. The fees may be negotiable.