Portfolio Management

Most clients choose to have PATHFINDER WEALTH ADVISORS LLC manage their assets in order to obtain ongoing in-depth advice and investment planning.  Most aspects of the client’s financial affairs are reviewed. Realistic and measurable goals are set and objectives to reach those goals are defined.  As goals and objectives change over time, suggestions are made and implemented on an ongoing basis. 

The implementation of the Portfolio Management plan is based upon the asset allocation  selected. PATHFINDER WEALTH ADVISORS LLC  uses various allocation models related to a client's risk tolerance. Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.  It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

The annual Advisory Contract fee is based upon whether the client service is only portfolio management or if other services beyond portfolio management are included. The portfolio management fee is based on a percentage of the investable assets.


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