PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, Vermont
4.3
3 Reviews
Pathway Financial Advisors, LLC is a reputable investment advisory firm headquartered in South Burlington, VT. With a team of 13 talented professionals, including 6 dedicated investment advisors, they provide expert financial guidance to a diverse client base. The firm boasts an impressive average of approximately $33,820,000 in assets under management per investment advisor. Their compensation structure is designed to accommodate different client needs and includes options such as a percentage of assets under management and hourly charges. Pathway Financial Advisors, LLC manages a substantial portfolio, with over 130 individual ...
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Assets Under Mgmt

$656.41M

Investment Professionals

6

Locations

1

% 401K & Individual

94%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES
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