Fees You Can Understand
Pathway is a Fee-Only firm. We don’t accept commissions, we won’t sell you any products, and our fees are transparent.
Our full service Wealth Management option
For ongoing financial planning and investment management, we charge a 1% fee based on your total investment assets. For larger accounts, our fees are only 0.50%. It’s that simple. We don’t charge any other fees.
Click here for a one-page description of fees
All Pricing Options
| Portfolio Analysis and Risk Report | $100 one time flat fee |
| Financial Planning | $600 one time flat fee |
| Wealth Management (ongoing – billed quarterly) |
|
Our clients receive a simple invoice every quarter. Simple, transparent, and honest.
Looking to take an initial step?