Ted Eric Albrecht

CFP

Journey Strategic Wealth LLC

25 Years of Experience

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Firm Information

Journey Strategic Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

17 advisors

Number of Clients

928 clients

Average Client Portfolio

$4.1M average

Assets Under Management

$3.8B

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:Up to $10,000

Hourly Rate:Up to $500/hr

Wealth management fees range from 0.30% to 1.75% annually, based on assets under management and service complexity. These fees are paid quarterly, in advance. Standalone financial planning fees range up to $10,000 for an initial plan, with ongoing planning billed quarterly up to $1,000. Targeted planning engagements are available at up to $500 per hour. Fees may be negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

13919 Carrollwood Village Run, Tampa, FL, 33618

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Regulatory History (1)

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Customer Dispute

April 2019

Denied

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Other Business Activities

Ted works as a Wealth Advisor at MDL Wealth Management, focusing on wealth management and financial planning. This activity takes nearly a full-time commitment during securities trading.