Greenway Wealth Advisors (GWA) manages investment portfolios and provides financial planning. They offer continuous advice based on individual client needs, developing investment plans with asset allocation targets. GWA also provides comprehensive financial planning, covering areas like net worth, cash flow, insurance, retirement, and estate planning. For smaller accounts, GWA offers a hybrid fee model combining investment advisory and monthly financial planning fees. They also offer services for accounts held away from their primary custodians, such as 401(k)s and 529 plans.
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.
