PA
CFP

Paula Jan Abbott

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$500 - $5,000
Hourly Rate:$75 - $200/hr

Journey charges fees for investment management, financial planning, and retirement plan consulting. Investment management fees generally range from 0.50% to 1.00% annually, negotiable based on service scope. Financial planning fees range from $500 to $5,000, or $200/hour for consultations, with administrative staff billed at $75/hour. Retirement plan consulting fees range from 0.10% to 0.50% of plan assets. A minimum of $50,000 is generally required for investment management services, but this may be waived.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011

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Regulatory History (1)
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Customer Dispute
September 2014
Settled
Employment History
Current Registrations
Journey Advisory Group, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Horter Investment Management, LLC
December 2017 - October 2018 · 10 mos
The Huntington Investment Company Broker
September 2015 - November 2017 · 2 yrs 2 mos
The Huntington Investment Company
September 2015 - November 2017 · 2 yrs 2 mos
Strategic Advisers, INC.
January 2013 - September 2015 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
November 2012 - September 2015 · 2 yrs 10 mos
U.S. Bancorp Investments, INC. Broker
July 2006 - April 2011 · 4 yrs 9 mos
Citigroup Global Markets INC.
July 2005 - July 2006 · 1 yr
Citigroup Global Markets INC. Broker
April 2005 - July 2006 · 1 yr 3 mos
The O.N. Equity Sales CompanyBroker
February 1999 - December 1999 · 10 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Paula Jan Abbott - Financial Advisor | AdvisorDiscover