Jennifer Hill is a CFP-designated registered investment advisor at Greenway Wealth Advisors, LLC, based in Charlotte, NC, with 10 years of industry experience. Jennifer 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.
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Learn about disclosures →Employment History
Current Registrations
Greenway Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
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