Easily (and securely) access your account information from anywhere, on any device, at any time.
What It Costs
For a high-impact professional, value is measured in results and time saved. We operate as a fee-only fiduciary and your dedicated Personal CFO. No product pitches, no commissions, and no hidden agendas. We put our pricing right here in black and white.
Standard Fee Schedule
Hybrid Fee Schedule
Standard Fee Schedule ($500,000 minimum to invest)
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
Designed for established executives, law partners, business owners, and active retirees seeking a dedicated Personal CFO to optimize their complex wealth, taxes, and legacy. We charge an annual fee, billed in quarterly increments, based on the average amount of assets we're managing in the prior quarter.
$500,000 minimum portfolio requirement.
Billed quarterly based on the average assets under our management.
Includes complete Wealth Architecture, Investment Automation, real-time access to Greenway360.com, direct CPA coordination, and systematic estate plan design assistance.
Hybrid Fee Schedule ($0 minimum to invest)
Financial Planning Fee: $300 monthly
Investment Management Fee: 0.30% annually on assets under management
Designed for high-trajectory professionals such as new attending physicians, law associates, or scaling tech innovators, who have substantial income ($150k+) but are navigating debt or haven't yet accumulated a $500k portfolio.
$0 minimum portfolio requirement.
Built specifically to optimize significant cash flow. We tackle student debt structuring, aggressive early-career tax mitigation, and automated wealth accumulation.
As your balance sheet grows, and your portfolio crosses the $500k threshold, you seamlessly transition into our Standard Fee Schedule.
