Cary Kornick is a registered investment advisor at Journey Advisory Group, LLC, based in Round Lake, IL, with 27 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 888 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally range from 0.50% to 1.00% depending on portfolio size and complexity, and are negotiable. Grandfathered clients from Herr Investment Group may pay up to 1.25% monthly in arrears.
Fee Estimator
Location
Round Lake, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Journey Advisory Group, LLC
Previous Registrations
Herr Investment Group LLC
Monere Wealth Management, INC.
Monere Investments, INC.Broker
David A. Noyes & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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