Greenway Wealth Advisors Fees & Minimum

Overview

Headquarters: Charlotte, NC
Total Firm Assets: $185 million
Average High-Net-Worth Client Portfolio Size: $2.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FORM ADV PART 2 (2026-06-03) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,500,000	1.00%
$1,500,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.40%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$41,250	0.82%
$10 million	$61,250	0.61%
$50 million	$161,250	0.32%
$100 million	$286,250	0.29%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 55.05%
Number of High-Net-Worth Clients: 46
Total Client Accounts: 1,086
Discretionary Accounts: 1,082
Non-Discretionary Accounts: 4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 290727

FORM ADV PART 2 (2026-06-03) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Greenway Wealth Advisors, LLC