Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
The minimum fee may be negotiable under certain circumstances. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For financial planning, fees range from $2,500 to $50,000 as a fixed fee, or $300 per hour in limited circumstances. Specialized consulting services range from $30,000 to $100,000. A minimum annual fee of $15,000 applies to investment management services, but may be negotiable. Legacy clients may be on different fee schedules.
Areas of Practice
Advisor Information
Office location
75 Gilcrest Road, Londonderry, NH, 03053
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William John DulmageRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Financial Pathways
State Registrations2 states
Exams
Additional Information
We’re experienced and ready to help.As you compare financial advisors, understand that we are not all alike. Many advisors fall short by focusing on narrow financial areas such as insurance or investments alone, Financial Pathways looks at your investments in the context of your whole financial life adding power and effectiveness to your financial plan.John Dulmage is a CFP® or CERTIFIED FINANCIAL PLANNER™ professional by the Certified Financial Planning Board of Standards. He is licensed by the State of New Hampshire as a Life, Accident & Health and Property & Casualty insurance consultant as well as being an Enrolled Agent (EA) a Federal Tax designation granted by the IRS. He is a member of National Association of Tax Professonals (NATP). In addition John is a Registered Investment Advisor and member/co-owner of the Alliance of Comprehensive Planners (ACP). ACP members are the pioneers of a whole system approach to financial planning--planning that focuses on the person, not a product. It's a higher standard of financial planning, one that makes the advisor your advocate. ACA has the highest credential and continuing education requirements for its members in the financial planning industry. John is also certified by the Institute for Divorce Financial Analysts as a CDFA.