Andrew Head
Andrew Head is a CFP-designated registered investment advisor at Journey Financial Management, LLC, based in Bowling Green, KY, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
701 Dishman Ln, Suite 2, Bowling Green, KY, 42104
Get directionsHistory
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 ActivitiesSells Insurance
Andrew is a licensed insurance agent, assisting clients with insurance policy evaluation and purchase, dedicating minimal time to this activity. He is also an Associate Professor of Finance at Western Kentucky University, teaching courses and directing a financial literacy outreach program, taking nearly full-time hours.
Employment History
Current Registrations
Journey Financial Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Prospera Financial Services, INC.
Uvest Financial Services Group, INC.
Wachovia Securities, LLC
American Express Financial Advisors, INC.
State Registrations2 states
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.