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.
One-time personalized 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 range from $2,000-$4,000. .
Ongoing investment management and planning services are offered on either an annual retainer or as a percentage of assets under management. Fees range from $1,500 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.
Hourly consultations and financial coaching sessions are also available for $150/hour.
Visit our services page to learn more.
Regardless of the package you choose, Pathway Financial Services provides financial planning and investment services tailored to fit your needs. We believe that transparency in fees is critical and are passionate about providing our services on a fee-only basis. This means that only clients pay our fees and you'll always receive an invoice detailing exactly what you have paid. We do not receive any compensation from investment product sponsors or any third parties. We are also committed to the fiduciary standard, always putting our clients' best interests first. Learn more about fee-only planners and the fiduciary standard here.
Ready to get started? Schedule your complimentary initial consultation now!