Advisor at Pathway Financial Advisers, LLC
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.
Firm
Pathway Financial Advisers, LLC
Location
Auburn, IN 46706
Credentials
Series 65
Industry experience
13 years
$0 - $500,000: 0.8% annually $500,001 - $1,000,000: 0.6% annually $1,000,001 - $2,000,000: 0.4% annually $2,000,001+: 0.2% annually
$150 per hour for due diligence and financial planning; fees may be negotiable.
Fee-only: Hourly fee of $150 for due diligence, portfolio design/implementation, account setup, and managing transfers; hourly financial planning fee of $150, fees negotiable.
Pathway Financial Advisers, LLC
2012 - Present (14 years)
Post & Miller Inc.
1974 - Present (52 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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