Greenway Financial Advisors (GWFA) manages investment portfolios and provides financial planning services. Planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. GWFA works with clients to create tailored investment plans based on their goals, risk tolerance, and tax considerations. GWFA manages portfolios on a discretionary basis.
Assets Under Management$110M
Clients77
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees are negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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