The initial consultation is always free and allows us the opportunity to get to know each other and determine which level of service is appropriate for your needs. Financial planning is a very personal process and the initial consultation is our opportunity to determine if our personalities are conducive to building a healthy working relationship.
If we agree to continue, Stand-alone projects and Comprehensive financial plans are provided for a flat fee. The amount of the fee is tailored to the level of services required to meet your needs and will be quoted at the end of the initial consultation. Fees average $1500-$3000 for a Comprehensive Financial Plan.
Investment management services are offered on either an annual retainer or as a percentage of assets under management. Fees range from $1,200 to $5,000 per year, or 0.75% to 1.5% of assets, depending upon the complexity of your particular situation and the level of assets under management. Personalized financial planning is included with all investment management services and we work with accounts of all sizes
Pathway Financial Services is a high-value, professional, financial-planning service provider with an outstanding provision of qualified expertise and customer support to complement individualized attention to client needs for a comprehensive experience. At Pathway, we believe that transparency in fees is critical when establishing trustworthy relationships.