Pathways Advisory Group, INC.
Assets Under Management
$275.7M
Number of Clients
181
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pathways Advisory Group offers financial planning and investment advisory services, including asset management, financial consulting, and retirement plan consulting. They focus on avoiding conflicts of interest, selling no products, and accepting no commissions. The firm primarily recommends institutional-class stock mutual funds and ETFs with low expense ratios.
Fee Structure
The firm offers several service options with different fee structures. The Financial Consulting Service and Retirement Plan Consulting Service charge a percentage of assets under management, billed quarterly, with a minimum quarterly fee of $1250. The Foundational Consulting Service is a 3-year program with fixed monthly fees that increase over time. The Hourly Consulting Service charges $300 per hour for advisor time, $225 for paraplanner time, and $150 for other staff time. An administrative fee of $150 per quarter is assessed for Hourly Consulting clients to whom they provide investment management. Pro Bono services are also available at no charge.
Areas of Practice
Location
684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711
