Greenway Wealth 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 (minimum $500,000) or a combination financial planning and investment management fee ($0 minimum).
Looking for professional investment management and comprehensive financial planning? 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
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? We can still help!
Everyone needs a financial plan (yes, even you!) We don't think you should have to be a millionaire to get a good one.
- Financial planning fee: $165 monthly
- Investment management fee: 0.60% annual fee on assets under management