Greenway Financial Planning provides personalized investment management and financial planning services to individuals. Greenway Financial Planning builds portfolios primarily using passive index funds and exchange-traded funds, and may also utilize third-party investment managers or automated platforms like Betterment. In addition to managing investments, Greenway Financial Planning offers comprehensive financial planning covering retirement, cash flow, debt management, college savings, tax strategies, and risk management. The firm operates as a registered investment adviser based in Cumming, Georgia, and is managed by Luke McCord.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual fee of up to 0.85% based on the market value of the account, paid monthly in arrears. Fees are negotiable.