Overview
- Headquarters
- Seattle, WA
- Total Firm Assets
- $170 million
- Average High-Net-Worth Client Portfolio Size
- $5.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: PATHMONT INVESTMENT MANAGEMENT ADV PART 2A (2025-03-20)
· View brochure text
Latest filing: PATHMONT INVESTMENT MANAGEMENT ADV PART 2A (2026-03-04)
· View brochure text
Latest filing: ROBYN P. MEYER SUPPLEMENTAL BROCHURE PART 2B (2026-03-04)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $60,000 | 0.60% |
| $50 million | $160,000 | 0.32% |
| $100 million | $285,000 | 0.28% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 84.50%
- Number of High-Net-Worth Clients
- 25
- Total Client Accounts
- 64
- Discretionary Accounts
- 64
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 299217
- PATHMONT INVESTMENT MANAGEMENT ADV PART 2A (2026-03-04) · View brochure text
- ROBYN P. MEYER SUPPLEMENTAL BROCHURE PART 2B (2026-03-04) · View brochure text
- PATHMONT INVESTMENT MANAGEMENT ADV PART 2A (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗