Journey Strategic Wealth LLC
Assets Under Management
$3.8B
Number of Clients
928
Number of Advisors
17
Average Client AUM
$4.1M
AUM per Advisor
$221.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Journey Strategic Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, and estates. They offer customized investment solutions and financial planning services tailored to client goals and objectives.
Fee Structure
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.
Areas of Practice
Location
47 Maple Street, Suite 104, Summit, NJ, 07901