Roi Pathways, LLC (Eden Prairie)

Roi Pathways provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roi Pathways: assets under management

The assets under management (AUM) of Roi Pathways, LLC is $15.92 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $15.73 million in discretionary accounts and $187.85 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.21 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $187.85 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roi Pathways, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Eden Prairie

The principal office where Roi Pathways, LLC performs its advisory services is located at 9291 Cold Stream Ln., Eden Prairie, MN 55347 The mailing address of the firm is P.O. Box 385573, Minneapolis, MN 55438 5573. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-201-3398. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.roipathways.com.

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