Client Account Access

Easily (and securely) access your account information from anywhere, on any device, at any time.

What It Costs

At Greenway, our only source of compensation is from our clients, ensuring complete transparency and no hidden agendas. We don't accept commissions or any other third-party incentives.

FLEXIBILITY. TRANSPARENCY.

Here's how much we charge, right on the website, in black and white.

From the outset of the relationship, we expect to provide value well in excess of the fee we charge. No product pitches. No awkward sales tactics. No kidding.

And if we're not a good fit, we'll work to help you find someone who is.

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 those with at least $500,000 in assets to invest who are seeking comprehensive financial planning and thoughtful, professional investment management from a fiduciary advisory for a reasonable, transparent fee. We charge an annual fee, billed in quarterly increments, based on the average amount of assets we're managing in the prior quarter.

Hybrid Fee Schedule ($0 minimum to invest)
Financial Planning Fee: $300 monthly
Investment Management Fee: 0.30% annually on assets under management

Everyone needs a financial plan, and we believe you shouldn't have to be a millionaire to get a good one. We’re excited to partner with you while you’re building your wealth and planning for the future. Designed for households with at least $150,000 in income but who have little or no assets (or maybe a lot of debt!), our Hybrid Fee Schedule is a good option for those who want a professional to help them avoid financial mistakes so they can achieve their goals.

ACTIONABLE ADVICE. TANGIBLE OUTCOMES.

Ready to find out more?


CLIENT ACCOUNT ACCESS

Client Account Access

Easily (and securely) access your account information from anywhere, on any device, at any time.