Journey Advisory Group, LLC
Assets Under Management
$1.5B
Number of Clients
843
Number of Advisors
17
Average Client AUM
$1.7M
AUM per Advisor
$86.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Journey Advisory Group, LLC is a registered investment adviser offering individual portfolio management and financial planning services. They tailor investment strategies to client needs, considering goals, risk tolerance, and time horizons. Services include retirement plan consulting and non-discretionary advice.
Fee Structure
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
Location
50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011