Paula Abbott
Paula Abbott is a CFP-designated registered investment advisor at Journey Advisory Group, LLC, based in Covington, KY, with 14 years of industry experience. Paula 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
50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2014Employment History
Current Registrations
Journey Advisory Group, LLC
Previous Registrations
Horter Investment Management, LLC
The Huntington Investment CompanyBroker
The Huntington Investment Company
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
U.S. Bancorp Investments, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The O.N. Equity Sales 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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