Abundance Pathways is a fee-only registered investment advisor offering investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Clients can choose ongoing or project-based financial planning.
Assets Under Management$110K
Clients1
Advisors1
Avg. per Client$110K
Avg. per Advisor$110K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.25% |
| $75K - $150K | 1.16% |
| $150K - $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K+ | 0.90% |
Fee schedule includes the Outside Manager’s fee, if applicable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...