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Pathway Financial Advisors, Llc
South Burlington, Vermont
4.0
2 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 ...see more
Assets Under Mgmt
$656.41M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
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
Reviews for Pathway Financial Advisors, Llc
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