Pathstone
Assets Under Management
$100.4B
Number of Clients
2,219
Number of Advisors
145
Average Client AUM
$45.3M
AUM per Advisor
$692.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pathstone provides investment advisory and professional services to UHNW families, single family offices, endowments, and foundations. Services include investment advice, manager sourcing, asset allocation, wealth and estate planning, tax compliance, and concierge services. They manage portfolios on a discretionary or non-discretionary basis.
Fee Structure
Pathstone's fees vary based on the services you select. They may charge asset-based fees (tiered or fixed percentage), fixed/flat fees, management fees, performance fees, or other arrangements. Fees are negotiable based on the complexity and scope of the relationship. Clients are also responsible for third-party expenses like brokerage costs and custodian fees. The firm does not provide a percentage or dollar range of fees in its Form ADV.
Areas of Practice
Location
10 Sterling Blvd, Suite 402, Englewood, NJ, 07631