Pathway Asset & Tax Advisory offers investment advice and manages portfolios based on your goals and risk tolerance. They provide ongoing advice and rebalance your portfolio as needed. Pathway also offers pension consulting services to help clients design and manage employer-sponsored retirement plans. They may recommend independent money managers to manage portions of your portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees may be negotiable for larger accounts, related household accounts, or clients who have multiple relationships with Pathway.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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