Pathway Financial Advisors provides investment management and financial advice to individuals, families, business entities, trusts, estates, and charitable organizations. Pathway offers integrated financial planning, which includes investment management, retirement planning, educational planning, estate planning, tax planning, cash flow planning, and insurance. Pathway also offers discretionary investment management and financial planning as separate services.
Assets Under Management$890M
Clients241
Advisors6
Avg. per Client$3.7M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be offered on an annual flat fee basis, not to exceed 3.00% of the client’s assets under management. For discretionary investment management services offered as a stand-alone service, the annual fee generally ranges between negotiable and 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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