Advisor at Pathworks Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Novi, MI 48375
Credentials
Series 65
Industry experience
8 years
Bryan Smith is a financial advisor at Pathworks Financial, Inc. with eight years of industry experience. He holds a Series 65 credential and has worked at Pathworks Financial since 2017. In addition to his advisory role, he is a licensed realtor and works part-time selling residential real estate through Center Street Realty, LLC. Pathworks Financial, Inc. serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs an investment approach based on academic models like Modern Portfolio Theory and the Fama-French model, offering diversified asset allocation primarily through mutual funds and ETFs, along with alternative investments and family office services.
Based on Pathworks Financial, Inc.
Financial Planning Fees $795 to $2,500; Estate Planning Fees $350 to $1,500; Family Office fixed fees $150,000 to $300,000
$0 - $250,000: 1.5% (SAM Wrap Program) $250,001 - $500,000: 1.25% (SAM Wrap Program) $500,001 - $1,000,000: 1.00% (SAM Wrap Program) $1,000,001 - $3,000,000: 0.75% (SAM Wrap Program) Above $3,000,000+: Negotiable (SAM Wrap Program) $0 - $250,000: 1.6% (Investment Management Fees) $251,000 - $500,000: 1.5% (Investment Management Fees) $500,001 - $1,000,000: 1.00% (Investment Management Fees) $1,000,001 - $3,000,000: 0.75% (Investment Management Fees) Above $3,000,000+: Negotiable (Investment Management Fees) $0 - $250,000: 1.25% (Retirement Plan Services) $251,000 - $500,000: 0.95% (Retirement Plan Services) $500,001 - $1,000,000: 0.75% (Retirement Plan Services) $1,000,001 - $3,000,000: 0.55% (Retirement Plan Services) Above $3,000,000+: 0.50% (Retirement Plan Services)
Account minimum: $25,000 Fee-only: Flat fees $795 to $2,500 for financial planning; Family Office fixed fees $150,000 to $300,000, asset-based Family Office fees generally 0.65%
43155 Main Street, Suite 212
Novi, MI 48375
Michigan
Pathworks Financial, LLC
2021 - 2023 (2 years)
Pathworks Financial, Inc. (formerly Scott Smith Financial, Inc.)
2017 - Present (9 years)
Center Street Realty, LLC
2015 - Present (11 years)
Scott Smith Financial, Inc.
2014 - 2017 (3 years)
Scott Smith Financial, Inc.
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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