Our Advisory Services

PATHFINDER WEALTH ADVISORS LLC provides discretionary and non-discretionary investment advisory services, also known portfolio management services. PATHFINDER WEALTH ADVISORS LLC also furnishes advice to clients on matters involving income tax and estate planning , retirement cash flow strategies and personal asset protection issues.

Advisory Contract 

Most clients choose to have PATHFINDER WEALTH ADVISORS LLC manage their assets in order to obtain ongoing in-depth advice and life 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 scope of work and fee for an Advisory Contract is provided to the client in writing prior to the start of the relationship.  An Advisory Contract will usually include  discretionary investment management. Additional services may also include philanthropic planning, review of employee benefits,  estate and succession planning, retirement cash flow analysis, income tax planning and preparation, as well as review of the implementation of recommendations within each area. The investment management fee is based upon a percentage of the assets under management (AUM). Planning matters beyond investment management are based upon a flat fee related to the complexity of the issues.  Please see Form ADV Part 2 or the section of our website on Portfolio Management for a  more detailed discussion of our fees.

 

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