Roi Pathways, LLC is an adviser based in Eden Prairie. It manages $15.92 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2008.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.