Pathway Financial Planning provides investment management and wealth management services. Investment management focuses on portfolio planning and implementation. Wealth management combines investment management with financial planning, including retirement, tax, estate, and insurance planning. Pathway acts as a legally required to act in your best interest and does not receive commissions.
Assets Under Management$35M
Clients20
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $3.0M | 0.30% |
| $3M+ | 0.10% |
These rates are for Investment Management services. Wealth Management services are offered at higher rates: 1.50% on the first $1M, 1.00% on the next $2M, and 0.50% above $3M. Fees for all services may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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