Pathfinder Wealth Advisors, LLC

Pathfinder Wealth Advisors, LLC, founded in 2019, is a Los Angeles-based financial advisor firm specializing in providing holistic wealth management and family office solutions to affluent families, entrepreneurs, executives, individuals, and institutions. The firm operates as a fiduciary, emphasizing independence and transparency in its services. Their investment strategy includes a mix of low-cost "beta" strategies and carefully selected "alternative" investments to optimize client portfolios. Services offered encompass comprehensive portfolio management, asset management, family office services, and financial planning and consulting. Clients can expect to pay advisory fees based on a percentage of assets under management, not exceeding 1.5% for comprehensive portfolio management and 1.25% for asset management. The firm utilizes the services of Axos Advisor Services as a custodian, ensuring timely execution and providing research services. Pathfinder Wealth Advisors does not charge performance-based fees, receive soft dollars in excess, or engage in directed brokerage. The firm's Chief Compliance Officer, Richard Blosser, oversees account reviews, ensuring clients' investment objectives are met. Clients are encouraged to inquire about the firm's Code of Ethics and may request a copy for review. Pathfinder Wealth Advisors prioritizes client interests and maintains a transparent and client-centric approach to financial advisory services.