Pathsetter Financial: Your Trusted Financial Partner
PATHSETTER FINANCIAL is a leading financial advisor firm that has been providing exceptional financial services to clients for over 20 years. With a team of highly qualified and experienced financial experts, PATHSETTER FINANCIAL has become a trusted partner for individuals and businesses seeking financial guidance. The firm operates with the core values of trust, integrity, and transparency, making it a top choice for clients across the country.
How does the advisor help clients – Key Takeaways:
- Provides tailored financial solutions to help clients achieve their financial goals
- Offers a wide range of financial services and products to cater to different needs
- Empowers clients with knowledge and education to make informed financial decisions
- Fosters long-term relationships with clients by providing exceptional personalized service
Facts and Insights
PATHSETTER FINANCIAL has proudly served over 5,000 clients with assets under management (AUM) of more than $500 million. This impressive track record is a testament to the firm’s expertise and dedication to helping clients achieve financial success. The team at PATHSETTER FINANCIAL stays updated with the latest market trends and industry insights to provide informed advice and strategies to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
PATHSETTER FINANCIAL offers a comprehensive range of financial services that are tailored to meet the unique needs of each client. These services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
Client Types
PATHSETTER FINANCIAL works with a diverse range of clients, including individuals, families, and businesses. The firm’s services are suitable for clients at different stages of their financial journey, from young professionals to retirees. PATHSETTER FINANCIAL also specializes in working with high-net-worth individuals and provides customized solutions to meet their unique financial needs.
Fees & Compensation
PATHSETTER FINANCIAL operates on a fee-based model, which means the firm’s advisors are compensated based on a percentage of the client’s assets under management. This model aligns the firm’s interests with those of its clients and ensures the advisors are committed to helping clients achieve their financial goals. The firm also fully discloses all fees and charges upfront, so clients know exactly what to expect.
Background
Founded in 1999, PATHSETTER FINANCIAL has become a leading financial advisor firm in the industry. The firm was built on the values of trust, integrity, and transparency, and these values continue to drive every aspect of the firm’s operations. PATHSETTER FINANCIAL is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation).
Financial Advisor Disclosures to Know
PATHSETTER FINANCIAL has a strict code of ethics and regulations that its advisors must adhere to. The firm requires all advisors to disclose any potential conflicts of interest and fully discloses all fees and charges to clients. The firm also maintains transparency in its investment strategies and provides regular updates and reports to clients to ensure they are well-informed about their investments.