Pathways Advisory Group, INC.
Assets Under Management
$275.7M
Number of Clients
181
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pathways Advisory Group offers financial planning and investment advisory services, including asset management, financial consulting, and retirement planning. They primarily use low-cost mutual funds and ETFs. The firm aims to minimize conflicts of interest and acts as a fiduciary for retirement accounts.
Fee Structure
Minimum Investment:$300K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiated for complex or unusual circumstances. Reduced fees or reduced minimum fees may be arranged based on a variety of criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711
