FLEXIBILITY. TRANSPARENCY. THAT'S THE GREENWAY.

Greenway is compensated only by our clients via fully disclosed fees. We refuse commissions or any other misaligned third party incentives. We offer two different options: clients either pay a percentage fee based on the amount of assets we're managing, or a flat annual fee that can be paid monthly, based on their income. 






ASSETS UNDER MANAGEMENT - MINIMUM $500,000 IN ASSETS TO MANAGE

Have a portfolio of assets for us to manage? We'll combine modern, efficient investment management (including access to funds from Dimensional Fund Advisors), plus comprehensive financial planning, all for one reasonable fee.

  • 1.00% on portion up to $1,500,000
  • 0.75% on portion over $1,500,000
  • 0.40% on portion over $5,000,000
  • 0.25% on portion over $10,000,000

SUBSCRIPTION OPTION - BILLED MONTHLY BASED ON ANNUAL INCOME

Need professional financial advice, but don't have a large portfolio for us to manage? Just finished your residency or fellowship, and still have medical school debt? Money tied up in your 401(k)? We can still help! We partner with Betterment to give our clients a great investment experience while offering comprehensive, ongoing financial planning.

  • 1.00% of gross annual income, minimum $2,000 annually