Natalie Foy is a CFA, CFP-designated registered investment advisor at Greenway Wealth Advisors, LLC, based in Charlotte, NC, with 18 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 180 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Traditional fee model. For clients who don’t meet the $500,000 minimum, GWA offers a hybrid fee consisting of a combined investment advisory fee and a monthly financial planning fee.
Fee Estimator
Location
1920 Abbott St., Ste. 300, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Natalie is a partner in String Bean Holdings, LLC, a real estate holding company that owns the building from which Greenway Wealth Advisors, LLC leases office space. Natalie spends minimal time on this business.
Employment History
Current Registrations
Greenway Wealth Advisors, LLC
Previous Registrations
Citizens Capital MarketsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
State Registrations2 states
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