Greenway Financial Planning provides investment management using stocks, bonds, mutual funds, and ETFs. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Financial planning can be comprehensive, involving ongoing support and plan monitoring for a fixed monthly fee.
Assets Under Management$67K
Clients1
Advisors1
Avg. per Client$67K
Avg. per Advisor$67K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...