Financial Pathway, led by Nathaniel Skelly, manages investment portfolios based on clients' individual needs and goals. They offer continuous advice and develop personalized investment plans. Financial Pathway also provides comprehensive financial planning, working with clients to create and implement plans, monitor progress, and make necessary updates. Additionally, they offer financial coaching sessions and retirement plan consulting for employers.
Assets Under Management$13M
Clients99
Advisors1
Avg. per Client$130K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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