Pathways Advisory Group offers financial planning and investment advisory services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan their estate. Pathways primarily recommends low-cost mutual funds and exchange traded funds.
Assets Under Management$390M
Clients186
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$97M
www.pathwaysadvisorygroup.com ·www.linkedin.com/company/pathways-advisory-grou... ·www.pathwaysag.com
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Pathways Advisory Group's fees for the Financial Consulting Service are based on a percentage of your investment portfolio's market value. The minimum quarterly fee is $1250.
- First $500,000: 1.50% per year
- Portion between $500,000 - $1,000,000: 0.75% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion above $3,000,000: 0.25% per year
For the Retirement Plan Consulting Service:
- First $1,000,000: 1.00% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion over $3,000,000: 0.25% per year The minimum quarterly fee is $1250.
For the Trustee Consulting Service:
- First $1,000,000: 1.00% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion over $3,000,000: 0.25% per year The minimum quarterly fee is $1250.
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