Fedway Financial provides financial planning and investment management services. Financial planning is offered at three levels: Essential, Standard, and Premier, and can be customized. Fedway also manages investment portfolios based on individual client goals and risk tolerance. Seminars and workshops are held to educate the public on financial planning.
Assets Under Management$1.9M
Clients16
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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