Kathryn Mcneely is a registered investment advisor at Journey Advisory Group, LLC, based in Temple, TX, with 8 years of industry experience. Kathryn 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
2207 Birdcreek Dr., Temple, TX, 76502
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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 →Other Business Activities
Kathryn is a member of Total Retirements, LLC, a DBA of Lang Advisors, LLC, providing client service for financial planning and investment management. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Journey Advisory Group, LLC
Previous Registrations
Channel Islands Group
Independent Financial Partners
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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