We have designed a streamlined service that combines effortless portfolio management with a comprehensive financial plan and a dedicated advisor.
DIFFERENT FROM ROBO ADVISORS
Unlike one-size-fits-all digital advisors, clients receive a tailored plan at no additional cost and are backed by a CFP® professional as their ongoing advisor contact. Powered by Schwab Institutional Intelligent Portfolios®, “Wealthspire Pathways” also offers comprehensive digital reporting tools, including automatic rebalancing, net worth and performance reporting, and a custom app for mobile access to accounts.
What Sets Us Apart?
A Dedicated Advisor
Unlike many digital advisors who service clients through call centers, we offer a dedicated advisor to each Pathways client, enabling continuity and a high calibre of client service.
The service fee includes an initial financial plan, annual update, and updates for key life events. By directly coordinating our financial planning process within the platform, we enable clients to pick the investment strategy that suits their personal goals and needs.
Who is a Good Fit for our Digital Platform?
If the following describe what you are looking for in advisory service, Wealthspire Pathways is the right fit for you:
- I prefer self-administration (think online banking) if it reduces my fees.
- I believe in low-fee investment management via index funds.
- I want financial planning advice from a human.
- I hate paying transaction fees on small trades.
- I do not need access to margin loans.
- I do not have irrevocable trust accounts.
- I’m not looking for customized investment options or separately managed accounts.
- I plan to add incrementally to any portfolio on a regular basis.
- I do not need immediate (<24 hrs) transactions or money movements.