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How does the advisor help clients – Key Takeaways
PATHSTONE is dedicated to helping clients achieve their financial goals through sound and comprehensive financial planning. Their team of expert advisors provides personalized solutions for each client’s unique needs, striving to maximize their wealth and protect their assets.
Facts and Insights
PATHSTONE was founded in 2006 and has since become a leading financial advisory firm. With over $15 billion in assets under management, PATHSTONE serves a diverse range of clients, from high-net-worth individuals and families to small business owners and corporate executives.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $15 billion | 100+ | 13 years |
Financial Services Offered
PATHSTONE offers a wide range of financial services to help clients reach their financial goals. These include investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors utilizes the latest industry research and technology to offer expert guidance and solutions to clients.
Client Types
PATHSTONE serves a diverse range of clients, including:
- High-net-worth individuals and families
- Small business owners
- Corporate executives
- Institutions
Fees & Compensation
PATHSTONE operates on a fee-only compensation structure, meaning they do not receive commissions for selling specific products. Instead, their fees are based on a percentage of the assets under management, giving their advisors a vested interest in the success of their clients’ portfolios.
Background
PATHSTONE was founded by a team of experienced financial professionals who sought to offer their clients a unique and comprehensive approach to financial planning. Their team boasts expertise in various areas of finance, including investment management, tax planning, and risk management.
Financial Advisor Disclosures to Know
As a fiduciary, PATHSTONE puts their clients’ best interests first and adheres to a strict code of ethics. They fully disclose any potential conflicts of interest and adhere to all regulations set forth by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).