Greenway Financial LLC

Item 5 – Fees and Compensation
FINANCIAL PLANNING SERVICES
We may charge a fixed fee between $500 to $2500 for our financial planning services. The total
fee depends on the nature and complexity of each client’s individual circumstances and the
number of topics covered by the service. We collect one half of the fee upon engagement and
the remaining half due upon delivery of the financial plan. The fee may be waived for clients
using our portfolio management services.
A client may terminate any service for any reason within the first five (5) business days after
signing an advisory contract, without any cost or penalty. Thereafter, the advisory contract may
be terminated at any time by giving ten (10) days’ written notice. To cancel the agreement, the
client must notify us in writing to Greenway Financial, LLC, 31731 Northwestern Highway, Suite
156W, Farmington Hills, MI 48334. Upon receipt of written notice of termination, the client will
receive a prorated refund of any unearned fees based on the percentage of work completed on
the plan. For example, if one half of the plan was completed at termination, the client will receive
a 50% refund.
PORTFOLIO MANAGEMENT SERVICES
Our annual management fees for portfolio management are based on the percentage of assets
under management. Our annual management fee for our stock portfolio is 1.50%. For all other
portfolios we have the following annual management fee schedule:

                     Custodian Reported Account Value       Annual Advisory Fee
                               $0 up to $100,000                  1.50%
                          $100,000.01 up to $1,000,000            1.00%
                                over $1,000,000                 Negotiable

All annual management fees are billed quarterly, in advance, meaning that we collect the
management fee at the beginning of the quarter billing period. We require a minimum annual
portfolio management fee of $350. The management fee will be based on the account value as
of the last business day of the prior quarter. Our management fees are negotiable. Accounts
established during a calendar quarter will be charged a prorated management fee. The fee will
be deducted from the client’s account.
Our management fees do not include SEI’s management fee, brokerage commissions, transaction
fees, or other related costs and expenses that are normally incurred by the client. Clients may

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incur certain charges imposed by custodians, brokers, and other third parties such as fees
charged by managers, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes,
wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and
securities transactions. Mutual funds and exchange traded funds also charge internal
management fees, which are disclosed in a fund’s prospectus. Such charges, fees and
commissions are exclusive of and in addition to, our fee and we will not receive any portion of
these commissions, fees, and costs. For more information about our brokerage practice please
see Item 12.A.
A client may terminate any service for any reason within the first five (5) business days after
signing an advisory contract, without any cost or penalty. Thereafter, the advisory contract may
be terminated at any time by giving ten (10) days’ written notice. To cancel the agreement, the
client must notify us in writing at Greenway Financial, LLC, 31731 Northwestern Highway, Suite
156W, Farmington Hills, MI 48334. Upon written notice of termination, the client will receive a
prorated refund based on the amount of time services were rendered during the termination
quarter. For example, if there are 90 days in a quarter and the service was cancelled 45 days into
the quarter, the client will receive a 50% refund of the quarterly management fee. (45 divided by
90 equals 50%) Refunds are paid by depositing the fee back into the account if allowed by the
client’s custodian. In all other cases refunds are paid by check.
RETIREMENT PLAN CONSULTING
We charge an annual fee based on a percentage of assets in the qualified retirement plan. Our
annual fee ranges from 0.25% to 1.00% depending on the size of the plan and the services
provided. Our fee is negotiable. We will also negotiate with the client how often and when the
fee is collected. The fee may be collected monthly or quarterly, in arrears or in advance. The
fee will be deducted from the client’s account.
Our management fee does not include other third-party fees, such as transaction fees,
recordkeeper fees or other related costs and expenses. Clients may incur certain charges
imposed by custodians, brokers, and other third parties such as fees charged by managers,
custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and
electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.
Mutual funds and exchange traded funds also charge internal management fees, which are
disclosed in a fund’s prospectus. Such charges, fees and commissions are exclusive of and in
addition to, our fee and we will not receive any portion of these commissions, fees, and costs.

TERMINATION OF PORTFOLIO MANAGEMENT & RETIREMENT PLAN CONSULTING SERVICES
A client may terminate any service for any reason within the first five (5) business days after
signing an advisory contract, without any cost or penalty. Thereafter, the advisory contract may
be terminated at any time by giving thirty (30) days’ written notice. To cancel the agreement, the
client must notify us in writing at Greenway Financial, LLC, 31731 Northwestern Highway, Suite
156W, Farmington Hills, MI 48334. Upon receipt of written notice of termination, if the client
was being charged in advance, the client will receive a prorated refund based on the amount of
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Item 7 – Types of Clients
We offer our services to individuals, high net worth individuals and pension and profit-sharing
plans. We do not require a minimum account size.